3 Best Financial Services in Visalia, CA

“Sequoia Financial, LLC is an independent financial planning and investment management firm serving affluent households and local businesses. They provide employers with strategies to run a financially successful business and to optimize the personal finances of the owner. Schad TenBroeck is the founder of Sequoia Financial, LLC. Sequoia Financial's holistic approach to financial planning is leading to better financial outcomes for their clients. They consider your income, tax bracket, insurance, estate plan, and more before making any recommendations. They exist to build wealth, confidence, and security in the financial lives of their clients. Sequoia Financial builds custom investment portfolios for every investor, designed to improve returns, reduce risk, lower taxes and fees.”

“2026 Update: Wells Fargo Advisors team of Financial Advisors provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resources, including research analysts and economic and market experts who help them make informed investment recommendations based on your needs. Hayden Hobbs and Timothy Wardell are advisors at Wells Fargo. Their goal is to deliver a holistic approach to help reach each client’s unique definition of success by focusing on investment management, protection strategies, tax efficient strategies, estate goals, and philanthropy.”