Cohen & Company provides access to additional services that can help successful entrepreneurs deal with changing financial needs — needs that often carry high stakes for them, their families and their businesses. Guidance and advice for safeguarding hard-earned assets are available through
Sequoia Financial Group, LLC (Sequoia), Cohen & Company’s preferred financial services provider.
Recognized as a Wealth Magnet 2011 Top Firm nationwide by Accounting Today*, Sequoia’s philosophy is simple: Earn the client’s trust; create a plan that’s custom-tailored to their financial goals; deliver results. The firm focuses on planning, passion and fanatical client service. And Sequoia is independent, which means its salaried, non-commissioned professionals can recommend an array of solutions that work best for you, not them. Sequoia offers comprehensive services, including financial planning, estate planning, asset management, retirement plans, insurance and group benefits.
Sequoia Financial Group, LLC is a separate company with common, but not identical, ownership to
Cohen & Company.
Related Areas of Opportunity
Visit Sequoia-Financial.com or contact Tom Haught, President of Sequoia Financial Group, to learn more.
* The Accounting Today ranking was published on June 26, 2011 and was based on Sequoia Financial Group, LLC’s total assets under advisement, which includes Sequoia Financial Advisors, LLC investment advisory managed assets in addition to applicable assets maintained at ValMark Securities, Inc. and Sequoia Financial Insurance Agency, LLC.
Investment Advisory Services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. 121 S. Main St. #300, Akron OH 44308, 330-375-9480. Certain insurance products offered through Sequoia Financial Insurance Agency, LLC. Sequoia Financial Group, LLC and related entities are separate entities from ValMark Securities, Inc.