Privacy Policy

Sequoia Financial Group, LLC(“Sequoia,” “we,” “us”) respects your privacy and is committed to protecting the personal information you share with us. This policy explains what we collect, how we use it, and the choices you have.

Information we collect

• Information you provide directly — such as your name, email, phone number, and any details you include when you submit a form or request a conversation.
• Information collected automatically — such as your IP address, browser type, and pages visited, gathered through cookies and similar technologies to help us understand how the site is used.

How we use your information

• To respond to your inquiries and follow up on requests you submit.
• To provide, maintain, and improve our services and website.
• To comply with legal and regulatory obligations applicable to a registered investment advisor.

How we share your information

We do not sell your personal information. We may share information with trusted service providers who support our operations, and as required by law or regulation. Any sharing of nonpublic personal information about advisory clients is handled in accordance with applicable privacy regulations, including Regulation S-P under the Gramm-Leach-Bliley Act.

Data security

We maintain administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Cookies

Our website uses cookies to enhance your experience and analyze traffic. You can adjust your browser settings to refuse cookies, though some features of the site may not function as intended.

Your choices

You may opt out of marketing communications at any time. To request access to, correction of, or deletion of your personal information, please contact us.

Changes to this policy

We may update this policy from time to time. Material changes will be reflected by the “last updated” date above.