Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California
Address: 99 S Almaden Blvd #925, San Jose, CA 95113.
Phone: 4086452500.
Website: sequoiawa.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Sequoia Wealth Advisors and Invesment Management, Inc.
⏰ Open Hours of Sequoia Wealth Advisors and Invesment Management, Inc.
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Sequoia Wealth Advisors and Investment Management, Inc. - A Leading Financial Planning Firm in San Jose, CA
Address: 99 S Almaden Blvd #925, San Jose, CA 95113
Phone: 4086452500
Website: sequoiawa.com
About Sequoia Wealth Advisors and Investment Management, Inc.
Sequoia Wealth Advisors and Investment Management, Inc. is a top-tier financial planning firm located in San Jose, California. With a strong focus on client satisfaction and personalized service, they have been providing comprehensive financial solutions to individuals and families for years.
Specialties and Services Offered
The firm specializes in financial planning, offering a wide range of services including investment management, retirement planning, estate planning, and tax planning. Their experienced team of financial advisors works closely with clients to understand their unique financial goals and create tailored strategies to help them achieve their objectives.
Other Points of Interest
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom
- Appointments recommended
Client Reviews and Opinions
This company has received 3 reviews on Google My Business, with an impressive average rating of 3.7/5. Clients consistently praise the firm for its extraordinary service, competence, and compassion. Kristina, in particular, has set the standard for exceptional care and guidance, earning high recommendations from satisfied clients.
"Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend."
Sequoia Wealth Advisors and Investment Management, Inc. has also been recognized by Google Maps, further demonstrating their commitment to providing top-notch financial planning services to their clients.
Final Recommendation
If you are seeking a reliable and experienced financial planning firm in San Jose, CA, look no further than Sequoia Wealth Advisors and Investment Management, Inc. Their team of dedicated professionals is ready to assist you in achieving your financial goals. To learn more about their services and how they can help you, visit their website at sequoiawa.com or contact them directly at 4086452500. Don't hesitate to schedule an appointment and take the first step towards securing your financial future.
👍 Reviews of Sequoia Wealth Advisors and Invesment Management, Inc.
