🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

We are excited to be named to Inc. 5000's list of fastest growing companies in the US! Thank you to our team of dedicated, talented employees who always strive to put our clients first: sequoia-financial.com/news/sequoia-e… #inc5000

Thank you to Bob Veres for this honor and to Sequoia Financial Group for the acknowledgment!

Happy to contribute to David Sterman's article along with Shaun Kapusinski (HIFON) for RIA Feeding Frenzy Moves Downmarket riaintel.com/article/b1h5yb… via @riaintel

Between tax-deferred and tax-free, maximizing your retirement savings can be daunting. Find out about a unique opportunity for super-savers by reading Leon LaBrecque's latest Forbes blog on Mega-Roth: forbes.com/sites/leonlabr… #SequoiaFin #Saving #RetirementPlanning #Roth #RothIRA

Exciting news for HIFON & RIA Ops Professionals. HIFON is partnering with Herbers & Company to gain exclusive, live access to the release of their new learning programs for financial advisory firm leaders. Want to join us? hifon.org

So proud of the Sequoia team!

Congratulations to Sequoia Financial Group for being recognized as the 2019 #SchwabIMPACT Best-in-Business Award winner! Charles Schwab Corp will be making a donation to Akron-Canton Regional Foodbank on their behalf pressroom.aboutschwab.com/press-release/…

Check out the Sequoia Financial Group Team's smiles. We are so grateful for the opportunity to give back to our community by partnering with the Akron-Canton Regional Foodbank in the fight against hunger. Thank you, Charles Schwab Corp

We are proud to stand among the giants! It’s a great honor to receive the #SchwabIMPACT Best-In-Business Award from Schwab4RIAs and be named to @Barron’s list of Top 50 RIAs in 2019. Read more about our recent recognition’s: sequoia-financial.com/proud #SequoiaFin #RIA

Headed to Dreamforce this month? Sequoia's CTO @Trchuna and Director of Ops Shaun Kapusinski (HIFON) will be speaking about our success with @Salesforce's #FinancialServicesCloud in the session: Why Wealth Managers Need to Move Beyond Core CRM. success.salesforce.com/sessions?event… #DF19 #RIA #SequoiaFin

Attending Dreamforce this week? Don’t miss our Director of Tech & Ops, @Shaunkap and CTO, @Trchuna in today and tomorrow’s sessions on how Sequoia leveraged @Salesforce #FinancialServicesCloud to enhance the client experience. #DF19 #SequoiaFin #AI

#ispytrailblazers #df19 #sequoiafin

Considering the upcoming #election and recent #pandemic threats, here's what we see on the horizon for 2020 in our Q1, 2020 Capital Markets Outlook: sequoia-financial.com/market-outlook… #marketoutlook #sequoiafin #globalmarkets

Warms every parents’ heart.

Tomorrow at 1:30 EST we're hosting a timely webinar to address topics related to the current global #pandemic and what this could mean for your #finances. Register here: sfg.sequoia-financial.com/e/436562/6d775… #covid19 #CARESAct #financialmarkets #SBAloans #sequoiafin

✅Connection ✅Efficiency ✅Fluidity ✅Cost Efficiency These are some of the benefits Sequoia Financial Group has experienced by using Quip in the seamless transition to a remote work environment. sforce.co/3aGvUtA

Learn why Sequoia Financial's Shaun Kapusinski (HIFON) says, "Technology has enabled our team to make a seamless transition to a remote work environment, and one of the most impactful tools in our arsenal is Quip." sforce.co/2KAcyMp Sequoia Financial Group #workfromhome

Thanks to Salesforce for highlighting our firm, Sequoia Financial Group.

At the Olympics, Jamaican hurdler Hansle Parchment, OLY accidentally showed up to the wrong venue for his race. A young woman gave him taxi money to get to the right stadium. He won gold. Then, he tracked down the woman to say thank you. It's beautiful.

Looking forward to connecting with the RIA and HIFON communities at Insiders Forum in less than 3 weeks! Hope to see you there. Insiders Forum