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Sequoia Financial Group Privacy Policy
Sequoia Financial Group Form CRS
EDELIVERY
All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge. If you are a Sequoia client and prefer to receive these document(s) via email, please email info@sequoia-financial.com with the subject line: “eDelivery Opt In” along with your full name. Reducing our paper output allows us to be more environmentally friendly.
Google Reviews
It is a company policy to not ask for reviews nor write a review for yourself or our team members.
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.
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