What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Sequoia Wealth Advisors & Investment Management, Inc.

      Add to Favorites
      Be the first to review!
      Investment Advisory Service, Banks, Financial Planners

      99 Almaden Blvd Ste 925, San Jose, CA 95113

      408-277-0200

      OPEN NOW: 
      Today: 7:30 am - 4:30 pm
      CallWebsiteView Services

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      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 relationships that encourage open and authentic communication have been the cornerstone of our clientâ??s success. In the spirit of communication we provide on-going education and economic updates for our clients and team.
      Extra Phones

      Phone: 408-645-2500

      Santa Cruz County: 831-576-2731

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Advisory Service, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services
      Location
      We are located on the corner of Almaden and San Fernando in the Union Bank building
      Neighborhoods
      Central San Jose, Downtown San Jose
      Other Link

      website

      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.