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Plan. Grow. Achieve.

Plan. Grow. Achieve.

Dedicated to providing peace of mind through financial stability.

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Resources

 

RESOURCES TO GET YOU UP TO SPEED ON EVERYTHING

Internal Revenue Service
Life Happens
Medicare
Saving for College
Social Security Administration
Social Security: What Every woman should know
Executive Coaching
Services for Doctors who want to learn about the business of having a practice
Services for Doctors to collect receivables due
TurboTax

Copyright © 2022 Sequoia Wealth & Risk Management

Sequoia Wealth & Risk Management is not a registered broker-dealer nor a registered investment advisor.
Sequoia Wealth & Risk Management and Vanderbilt Financial Group are separate and unaffiliated entities.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Consolidated Portfolio Review.
Custodian: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Home Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice.  Please consult with your tax and/or legal advisors regarding your personal circumstances.

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