This profile has been claimed by the business owner or representative.
Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared the vision but have since grown to include twelve financial advisors and seven assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our communities. At Sequoia Wealth Advisors, long-term rel... read more
99 Almaden Boulevard, Suite 925, San Jose, CA, 95113, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 7:30 a.m. to 4:30 p.m. | |
Tue | 7:30 a.m. to 4:30 p.m. | |
Wed | 7:30 a.m. to 4:30 p.m. | |
Thu | 7:30 a.m. to 4:30 p.m. | |
Fri | 7:30 a.m. to 4:30 p.m. | |
Sat | Closed | |
Sun | Closed |
My son has been calling them for months to get his funds transferred. Patrick was quite rude to him and has stopped returning his calls. Horrible service. Avoid this firm at all costs.
Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend.
We have been found by Google Maps again. Thank you
Sequoia Wealth Advisors & Investment Management, Inc. has a 5 star rating with 2 reviews.
Sequoia Wealth Advisors & Investment Management, Inc. is closed now. It will open tomorrow at 7:30 a.m.