Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California

Address: 99 S Almaden Blvd #925, San Jose, CA 95113, United States.
Phone: 4086452500.
Website: sequoiawa.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of Sequoia Wealth Advisors and Invesment Management, Inc.

Sequoia Wealth Advisors and Invesment Management, Inc. 99 S Almaden Blvd #925, San Jose, CA 95113, United States

⏰ Open Hours of Sequoia Wealth Advisors and Invesment Management, Inc.

  • Monday: 8 am–4 pm
  • Tuesday: 8 am–4 pm
  • Wednesday: 8 am–4 pm
  • Thursday: 8 am–4 pm
  • Friday: 8 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Sequoia Wealth Advisors and Investment Management, Inc.

Sequoia Wealth Advisors and Investment Management, Inc. es una empresa de asesoramiento financiero con sede en San Jose, California. La empresa ofrece servicios de planificación financiera y gestión de inversiones a individuos y familias.

La dirección de la empresa es 99 S Almaden Blvd #925, San Jose, CA 95113, Estados Unidos.

El teléfono de la empresa es 4086452500.

La página web de la empresa es sequoiawa.com.

Especialidades

La empresa ofrece las siguientes especialidades:

  • Financial planner

Otras características de la empresa

La empresa tiene las siguientes características:

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

Opiniones

La empresa tiene una media de opinión de 3.7/5 en Google My Business, lo que indica una alta satisfacción de los clientes.

Los clientes elogian a la empresa por su personalidad excepcional, competencia y compasión.

La empresa también ha sido reconocida por su capacidad para ayudar a las personas a alcanzar sus objetivos financieros.

En general, la empresa se destaca por su personalidad excepcional y su capacidad para proporcionar asesoramiento financiero de alta calidad.

👍 Reviews of Sequoia Wealth Advisors and Invesment Management, Inc.

Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California
Martha G.
1/5

My son has been calling them for months to get his funds transferred. Patrick was quite rude to him and has stopped returning his calls. Horrible service. Avoid this firm at all costs.

Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California
David M.
5/5

Extraordinary people. Kristina sets the standard for competence and compassion. I highly recommend.

Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose, California
Renetta L. (. M.
5/5

We have been found by Google Maps again. Thank you

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