CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

Trusted Guidance, Clear Advice and Thoughtful Solutions

We dedicate our experience, education and professional capabilities to guide you, so that you can best enjoy what you have already accomplished and are still striving to achieve. At Sequoia Financial Group, we listen and provide Trusted Guidance, Clear Advice and Thoughtful Solutions. We are more than just your financial professionals, we are rooted in your successes for life.

Let’s Look Forward Together

We believe that a well thought out financial plan allows you to focus on what you value most in life.

183

Combined Years Experience

971

Millions of Dollars in Assets Under Advisement (As of 7/31/2019)

39

Years of Serving Clients

Let us help you plan for…

retirement planning icon

RETIREMENT
PLANNING

wealth management icon

WEALTH
MANAGEMENT

life contingency icon

LIFE’S
CONTINGENCIES

estate planning icon

ESTATE PLANNING
STRATEGIES

executive benefits icon

EXECUTIVE
BENEFITS

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BUSINESSES

 

Talk to a financial professional that understands your ambitions.