Partner, Chief Financial Officer & Chief Compliance Officer. Sally Koppes. Compliance Analyst. Don Laubacher. Executive Vice President, Family Wealth.
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life.
Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, is pleased to announce their newest hire, Chris Creahan.
SFA discloses personal information to non-affiliated co-advisers, brokers and other agents, including Charles Schwab & Company, Inc., Fidelity Investments, and ...
... Advisory Board; Serves on ValMark Securities, Inc. National Advisory Board ... LLC in 1991; Member, CFP® Advisory Board and Finance Advisory Board for ...