Sequoia Financial Consulting PC - Lake Oswego, Oregon

Sequoia Financial Consulting PC: Your Trusted Financial Guide in Lake Oswego

Nestled in the heart of Lake Oswego, Oregon, Sequoia Financial Consulting PC stands as a beacon of financial expertise and personalized service. This professional firm, situated at 3360 Fir Ridge Rd, is dedicated to helping individuals and families navigate the complex world of finance and achieve their financial goals.

Main Services

• Financial Consultation: The core of Sequoia's services lies in comprehensive financial consulting. Their team of experienced professionals works closely with clients to understand their unique financial situation, objectives, and concerns. They then develop tailored strategies to address these aspects and help clients make informed decisions about their money.
• Retirement Planning: Sequoia offers expert guidance in planning for retirement. They assist clients in determining their retirement needs, exploring various savings and income strategies, and managing their retirement assets.
• Investment Management: The firm provides investment management services, focusing on preserving and growing clients' wealth. They create diversified investment portfolios aligned with clients' risk tolerance and long-term goals.
• Estate Planning: Sequoia helps clients protect their assets and ensure a smooth transfer of wealth to their beneficiaries. They provide guidance on wills, trusts, and other estate planning documents.

Location and Access

Sequoia Financial Consulting PC is conveniently located in the Southlake neighborhood of Lake Oswego. The area is known for its scenic views, parks, and a mix of residential and commercial properties. The firm is easily accessible from State Route 43 and is approximately 15 minutes away from Portland's downtown area.

Public transportation is available via the TriMet bus service, with the nearest stop, 'Fir Ridge Rd & Southshore Pkwy', just a short walk from the firm's location. Additionally, there is ample parking available on-site, including a wheelchair-accessible parking space.

Featured Characteristics

Some of the standout features of Sequoia Financial Consulting PC include:

• Personalized Service: Sequoia prides itself on providing personalized service. They take the time to understand each client's unique financial situation and goals, ensuring that their strategies are tailored to suit their needs.
• Experienced Team: The firm's team comprises seasoned financial professionals with extensive knowledge and expertise in various aspects of finance.
• Wheelchair Accessibility: Sequoia's office is wheelchair-accessible, with a dedicated parking space and toilet facilities for clients with mobility impairments.
• Appointments Recommended: To ensure that clients receive the best possible service, Sequoia recommends scheduling appointments in advance.

Practical Information

For those planning to visit Sequoia Financial Consulting PC, here's some practical information:

• Address: 3360 Fir Ridge Rd, Lake Oswego, OR 97035, United States
• Phone: 503-860-8665
• Website: sequoiafc.com
• Appointments: Recommended

While the firm's business hours are not explicitly stated on their website, it is advisable to contact them directly to arrange a consultation or to inquire about their operating hours.

In terms of payment methods, Sequoia Financial Consulting PC's website does not specify the forms of payment they accept. To confirm, it is best to reach out to the firm directly.

Customer Reviews

Despite having 0 reviews on Google My Business, Sequoia Financial Consulting PC's commitment to personalized service and expert guidance sets it apart. While there are no customer reviews to draw from, the firm's emphasis on understanding each client's unique needs and providing tailored solutions speaks volumes about their dedication to their clients.

Keywords: Financial Consulting, Retirement Planning, Investment Management, Estate Planning, Lake Oswego, Personalized Service, Experienced Team, Wheelchair Accessibility