Sequoia Financial Group

CC Research _{on Google}

Oct 20th, 2019

Can tell they care about doing what is best for your situation rather than follow some script.

Tim McN. _{on Google}

Sep 3rd, 2019

Had the worst experience with Taylor Papiernik. Rude, petty and inconsiderate. Definitely not trusting him with our estate planning. How can you guys have someone like that talking to clients? Telling everyone I know in the medical community to stay far away.

Shawn Spencer _{on Google}

Aug 14th, 2019

Sequoia is more than a group that manages its clients hard earned savings. They are a group of people that are humble and share common values. They truly put the clients goals and needs first. I am very grateful to work with such an amazing team of people. Thank you to the Sequoia team for all you do regardless of the amount someone has trusted you to manage.

Donald Moss _{on Google}

Jul 27th, 2019

When you entrust an individual financial planner or firm with your life savings it’s a small step forward in planning but a giant leap of faith (with all due respect to today’s lunar landing anniversary). You are counting on their financial acumen, insight, timely attention to your needs and of course, their integrity. It may not be a lot of cheese but it’s MY cheese and needs looking after with as much diligence and care as the whale investors, pension funds and other clients the firm has under management.
For the past year, the Akron office of Sequoia has managed of all of our financial planning and investments. A team of people we have never met face to face provides us with amazing service, quiet confidence and a degree of personal attention that is, frankly, astonishing. The digital age has “de-peopled” many service exchanges and experiences. Heck who doesn’t love a good AI or Bot convo!
And Sequoia may indeed use a wide array of sophisticated technology and tools to manage the business, but they have obviously leaned into the people side of the personal and financial services business!
Expertise? Check.
Insight? Check.
Fast?Friendly? On top of things? Check.
Committed to ME not just the money? Check.
For us, that means all systems go.
Happy 50th NASA and thanks for all you do Sequoia Akron!!