Sequoia Financial Consulting PC - Lake Oswego, Oregon

Sequoia Financial Consulting PC: A Reliable Financial Partner

For individuals and businesses seeking expert financial consulting services, Sequoia Financial Consulting PC presents a compelling option. Located at 3360 Fir Ridge Rd, Lake Oswego, OR 97035, United States, this firm offers a focused approach to navigating the complexities of personal and business finances. With a commitment to providing tailored solutions, Sequoia Financial Consulting PC aims to empower its clients to achieve their financial goals. The firm’s phone number is 5038608665, and their website is sequoiafc.com, where visitors can access detailed information about their services and team.

Specialties: Sequoia Financial Consulting PC specializes in providing comprehensive financial consulting services. Their core expertise encompasses a wide range of areas, including retirement planning, investment management, tax planning, and estate planning. They cater to both individual clients and small business owners, recognizing that each client’s financial situation is unique and demands a personalized strategy.

Key Features and Services

• Retirement Planning: Sequoia assists clients in developing robust retirement strategies, considering factors like current income, desired lifestyle, and risk tolerance.
• Investment Management: They offer investment management services, constructing diversified portfolios aligned with client objectives and risk profiles.
• Tax Planning: The firm’s tax consultants help clients minimize their tax liabilities through strategic planning and compliance.
• Estate Planning: Sequoia assists clients in creating comprehensive estate plans to ensure their assets are distributed according to their wishes.
• Business Financial Consulting: They provide support to small businesses, covering areas like cash flow management, budgeting, and profitability analysis.

Location and Accessibility

Sequoia Financial Consulting PC’s physical location at 3360 Fir Ridge Rd, Lake Oswego, OR 97035, provides a convenient and professional setting for client meetings. The office is equipped with wheelchair-accessible car park and wheelchair-accessible toilet facilities, demonstrating a commitment to inclusivity and accessibility. Furthermore, appointments are recommended to ensure dedicated attention and allow for thorough consultations. Clients can easily reach the firm by phone at 5038608665 or by visiting their website at sequoiafc.com to schedule an appointment.

Client Feedback and Reputation

Currently, Sequoia Financial Consulting PC has 0 reviews on Google My Business, indicating a relatively new presence in the online review landscape. The average opinion is 0/5, suggesting that the firm is still building its reputation and client base. However, this also presents an opportunity for prospective clients to engage directly with the firm and experience their services firsthand. Building a strong online presence and gathering positive client testimonials will be crucial for future growth and recognition.

Additional Points of Interest

• Toilet facilities are available on-site.
• The firm prioritizes client convenience and offers wheelchair accessibility, ensuring a comfortable experience for all visitors.

Overall Assessment

Sequoia Financial Consulting PC appears to be a dedicated and client-focused firm offering a range of financial consulting services. While the lack of online reviews is a notable point, the firm’s commitment to accessibility and personalized service suggests a strong foundation for building trust and delivering value to its clients. Potential clients are encouraged to contact the firm directly to discuss their individual financial needs and to explore how Sequoia Financial Consulting PC can assist them in achieving their goals. The firm’s location in Lake Oswego provides a professional environment, and their accessibility features further enhance the client experience. Further development of their online presence and the accumulation of positive client feedback will undoubtedly contribute to their continued success in the competitive financial consulting market.