Sequoia Financial Group of New York and Vermont

Sequoia Financial Group Of New York And Vermont

Financial Services, 5 Maxwell Drive Suite 100, Clifton Park, New York, 98144, United States, 11-50 Employees

sequoiafg.com

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phone no Phone Number: +19*********

Who is SEQUOIA FINANCIAL GROUP OF NEW YORK AND VERMONT

We are a team of independently experienced and credentialed financial professionals with over 189 years of combined experience. We came together in 2011 to elevate the level of resources ...

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  • 5 Maxwell Drive Suite 100, Clifton Park, New York, 98144, United States Headquarters: 5 Maxwell Drive Suite 100, Clifton Park, New York, 98144, United States
  • 2011 Date Founded: 2011
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $100 Million to $250 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8351 | NAICS Code: 624410 | Show More

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Sequoia Financial Group of New York and Vermont Org Chart and Mapping

Employees

Charles Dinklage

Wharton Certified Retirement Planning Specialist

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Frequently Asked Questions Regarding Sequoia Financial Group of New York and Vermont

Answer: Sequoia Financial Group of New York and Vermont's headquarters are located at 5 Maxwell Drive Suite 100, Clifton Park, New York, 98144, United States

Answer: Sequoia Financial Group of New York and Vermont's phone number is +19*********

Answer: Sequoia Financial Group of New York and Vermont's official website is https://sequoiafg.com

Answer: Sequoia Financial Group of New York and Vermont's revenue is $100 Million to $250 Million

Answer: Sequoia Financial Group of New York and Vermont's SIC: 8351

Answer: Sequoia Financial Group of New York and Vermont's NAICS: 624410

Answer: Sequoia Financial Group of New York and Vermont has 11-50 employees

Answer: Sequoia Financial Group of New York and Vermont is in Financial Services

Answer: Sequoia Financial Group of New York and Vermont contact info: Phone number: +19********* Website: https://sequoiafg.com

Answer: We are a team of independently experienced and credentialed financial professionals with over 189 years of combined experience. We came together in 2011 to elevate the level of resources and services available to our clients. We strive to achieve the highest standard of care in developing financial plans, managing client's assets and providing ongoing communication, education, and service to our clients as they move through the stages of their financial lives. Our education and experience allow for a unique opportunity to address a wide range of evolving financial needs without sacrificing the quality of advice. Continuity and consistency are critical to successful financial planning. Our partnership, the development of the next generations advisors, and a well-trained support team who share core values and professional practices ensure continuity beyond any individual advisors capacity. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. AGE-159429 (4/21) (exp 4/25)

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