Financial Services - , ,
We are an independent, fee-based financial planning and investment advisory firm located in Phoenix, Arizona. Sequoia embraces its role as a fiduciary to both individual clients and qualified plan clients. We firmly believe that serving as a fiduciary is a relationship of sacred trust that requires putting the client's best interests first and eliminating or disclosing any conflicts of interest. At Sequoia, whether it is an individual client, a plan sponsor or trustee, or a plan participant, we believe that every person should have the right to receive financial advice from someone who is committed to the highest fiduciary standards.
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