Sequoia Financial
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States with clients serviced include: CA, CT, FL, NV, MA, MD and GA. We specialize in all aspects of personal finance & education. we specialize in:
- Employee Retention Benefits
- Tax-advantage solutions
- Legacy Planning
- Retirement Planning
- College Planning
- Financial Education courses
02/17/2022
Protect your assets! We love to refer clients to our estate planner partners for these reasons:
10 Estate Planning Ways To Say “I Love You" Putting a thoughtful estate plan in place is a selfless act of love that benefits those you leave behind.
09/19/2021
Why Do Employees Think They Don’t Pay Fees On Their 401(k) Plans? The latest GAO report says 41% of 401(k) plan participants don’t believe they pay fees. There’s a good reason for that, and it’s not the one you’re thinking.
Happy Father’s Day!
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Address
5151
Irvine, CA
92671
