Investment Company Visalia Near Me

4worldlovers:
“Someone is sitting in the shade today because someone planted a tree a long time ago.”

Sequoia Financial is an independent financial planning and investment management firm serving affluent households and local businesses in the Central Valley. Our holistic approach to financial planning is leading to better financial outcomes for our clients.

We consider your income, tax bracket, insurance, estate plan, and more before making any recommendations. A custom portfolio is built for every client and we are always fiduciaries, which means that we will help you select the investments that have the highest probability of achieving the outcomes you want - not sell you investment products.

We exist to build wealth, confidence, and security in the financial lives of our clients.

We are legally bound to act in your best interest and our business has been built to reflect that.

Our simple and transparent fees have been structured so that when you do better, we do better.

Financial Planning is the backbone of what we do and can be seen, in some form, in all of our services. It is the process of working towards financial independence.

You will work one-on-one with an advisor who will get to know you and your money, help you clarify your goals, and develop a long-term plan.

Every year, we will discuss and optimize your tax planning, investment management, insurance, estate plans, employee benefit selections, and more.

We build custom investment portfolios for every investor designed to improve returns, reduce risk, lower taxes, and lower fees.

Planning early for financial life goals like retirement, career changes, or starting a family can significantly increase your chances of achieving them.

By simply having a plan for things like taxes and retirement, our clients are keeping more of their money and living more rewarding lives.

We provide employers with strategies to run a financially successful business and to optimize the personal finances of the owner. Strategies include tax planning, retirement planning, risk management, succession and estate planning, and employee benefits consulting.

Retirement plan services include consulting and implementation for traditional and safe-harbor 401(k) plans as well as comprehensive employee benefits packages.

We help retirees save on taxes, invest better, and build a plan for all of life's possibilities.

Planning includes strategies for lowering your tax bill, optimizing investments, planning for Required Minimum Distributions (RMDs), social security timing, estate plans, healthcare strategies, and long-term care planning.

A business owner looking for an employee retirement plan such as a 401(k)?

Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.

“The art is not in making money, but in keeping it.”

4worldlovers: Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC , and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.