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Sequoia Investment Management

Wealth Management

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Client Portal

Use this section to easily access the following companies all in one place.

  • Fidelity

 

  • American Funds
    • 401K / PSP Retirement Plan Clients
    • Plan Premier – BRK
    • Recordkeeper Direct – IRK

 

  • 529 Plans
    • American Funds / Capital Group / College America
    • Blackrock

Our Services

  • Wealth Management
  • Corporate Retirement Plans
  • Estate Planning
  • Non-Qualified Retirement Plans
  • Long-term Health Care Plans
  • Business Succession Plans
© Sequoia Investment Management. All Rights Reserved

"Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Sequoia Investment Management is independent of Sigma Financial Corporation and Sigma Planning Corporation.

7640 W. Bancroft, Toledo, Ohio 43617