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Sequoia Financial is an independent financial planning and investment management firm serving affluent households and local businesses in the Central Valley. TSG Wealth Management � Visalia embodies a client-centered approach, dedicated to understanding the unique financial goals and aspirations of each individual. Edward Jones - Financial Advisor: Mike Young � S Pinkham St Ste B Visalia CA � ()

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On top of our fiduciary duty to you, we have also aligned our financial interests with yours. Whether or not a financial advisor is worth it depends on your personal situation. There are multiple ways you can know if your financial advisor is trustworthy. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement.

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