Sequoia Advisor Group

Louisville, Kentucky

5.0 (15 reviews)
Call (502) 576-3440 Visit website →

About

Sequoia Advisor Group is an independent registered investment advisor based in Louisville, Kentucky, offering investment management, financial planning, estate planning, and tax strategy services. The firm's team includes Jason Hunsucker (CEO with 25 years of planning experience), Michael Lindemann (14 years as an advisor), Jason Magar, CFP® (Chief Operating Officer with over 20 years in financial services), and Ingrid Martinez, MS (business development and relationship management). The firm uses a collaborative planning approach that begins with understanding client goals and circumstances, followed by customized plan implementation and ongoing monitoring.

Firm details

Firm type
Independent RIA
Languages
Spanish
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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