Sequoia Financial Group
Sequoia Financial Group is Cohen & Company’s preferred financial services provider. An SEC registered investment advisor, Sequoia offers a comprehensive array of services in the areas of financial planning, estate planning, asset management, retirement plans, family office, insurance and group benefits. Sequoia is a separate company with common, but not identical, ownership to Cohen & Company.
For more information visit sequoia-financial.com or call 330.375.9480.
Cohen Capital Advisors
Cohen Capital Advisors, Ltd. provides corporate finance services to privately-held, middle market companies with sales of $10 to $100 million. The firm provides a broad range of services, including buy-side and sell-side representation for mergers and acquisitions, capital-raising assistance, and exit and succession strategy planning.
For more information 216.774.1100.