We appreciate your interest in working with Sequoia Financial Corp. and we value your privacy. Please provide us any necessary information to contact you and start the conversation.
We value referrals, as they are the highest compliment. If you are referring someone, please fill out your information and then enter the information for your referral in the comment box with a note about them.
We are the sole owners of the information collected on this site. We only have access to collect information that you voluntarily give us via e-mail or other direct contact from you. We will not sell or share your information with any third party outside of our organization.
GIVE US A CALL
3465 S. Gaylord Court
Englewood CO, 80113
AVAILABLE AT 9AM TO 6PM
Get a straightforward review of your current investment objectives. There is no obligation when you contact us for your free consultation at 303 228-7230. This website contains links that leave our website. Please be aware that we are not responsible for the content or privacy practices of other websites. We encourage users to be aware when they leave our site. Insurance licensed in: AL, AR, AZ, CO, PA, TX, WA. "Sequoia Financial Corp. is one of Colorado's Top Wealth Management Firms, accredited by NABCAP" ~Premier Advisors of Colorado.
NABCAP (National Association of Board Certified Advisory Practices) Their primary focus is to serve the investing public by helping identify top wealth managers. NABCAP is a 501 (c)(3) organization.
NABCAP specifically ranked advisory practices using the following criteria: market affluence, team dynamics (who comprises the team), years of experience, credentials/designations, minimum investable assets to become a new client, planning philosophy, investment philosophy, risk philosophy, typical percentage of alternative investment ownership, fee/cost structure, customer service model, U4/ADV status. NABCAP has not released the number of practices measured in their survey. Sequoia Financial Corp was charged a fee to participate in the survey. Working with a Premier Advisor does not guarantee investment success.
Copyright © . All Rights Reserved.