Sequoia Financial, LLC - Visalia, California

Overview of Sequoia Financial, LLC

Sequoia Financial, LLC, located at 97400548 204 N Floral St Suite A, Visalia, CA 93291, is a reputable financial planning and investment company. With specialties in financial planning, investment services, and management, Sequoia Financial stands out as a trusted partner for individuals seeking financial guidance.

Contact Information & Recommendations

For assistance, potential clients are encouraged to contact Sequoia Financial via phone at sequoiainvesting.com or visit their office. Notably, the company has made significant efforts to ensure accessibility for all, boasting a wheelchair accessible entrance, parking lot, and restroom. Furthermore, it's worth noting that appointments are highly recommended to ensure personalized attention.

Reputation and Reviews

Sequoia Financial, LLC has garnered notable recognition, boasting 7 reviews on Google My Business. The average opinion is a commendable 5/5. One review, in particular, reflects the company's exceptional service: "Highly recommend TenBroeck Insurance Services handles my life, home and auto insurance and the process was a breeze. Schad is genuine, honest, personable and always happy to help when I have questions. I have no doubt he had my best interest in mind when finding the right policies for me. Thank you, TenBroeck Insurance Services"

From these reviews, it's clear that clients appreciate the genuine and personalized approach offered by Sequoia Financial. The company's commitment to understanding their clients' unique financial needs and guiding them towards the best solutions is evident from this feedback.

Additional Points of Interest

In addition to its professional services, Sequoia Financial's office presents several conveniences for visitors. The accessibility features, coupled with the comfortable waiting areas, make it a pleasant experience for clients. This level of attention to detail further establishes Sequoia Financial as a company that values its clients' comfort and satisfaction.

Conclusion and Encouragement to Contact

👍 Reviews of Sequoia Financial, LLC

Sarah B.

5/5

Highly recommend! TenBroeck Insurance Services handles my life, home and auto insurance and the process was a breeze. Schad is genuine, honest, personable and always happy to help when I have questions. I have no doubt he had my best interest in mind when finding the right policies for me. Thank you, TenBroeck Insurance Services!

Clint L.

5/5

I worked with TenBroeck Insurance when I had very little knowledge with what I was looking for. They helped explain things to me that I could understand, as well as help customize plans for myself that made the most sense. Really enjoyed working with them, very personable, honest and easy to work with. Helped me get the right coverage at an affordable rate for me.

LeAnn S.

5/5

I was referred to Schad for life insurance, for my husband and I. Schad was so helpful, prompt and super easy to work with. He explained the different companies and the best opportunities for us. Everything was done electronically; via texts, calls and emails. Which definitely makes the process easy and quick. I would highly recommend him!

Camri D.

5/5

My brother, Schad, has helped me with health and life insurance for me and my kids and has done the same for many of my friends and I couldn't recommend this agency enough. They always put the client's needs first and I hear all the time about how much he has helped others or gotten others out of sticky situations with insurance problems. Give them a call!

Josh H.

5/5

Mr. TenBroek was extreamly helpful and explained each step in the process. I’m very happy with my policy and would suggest using his services.

Zach B.

5/5

Schad helped me out with my health insurance, he’s a great guy and made it an easy and great experience !

Ramiro G.

5/5

Shad made it easy and enjoyable when helping me with my health insurance!