Sequoia Financial Strategies
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Sequoia Financial Strategies

115 Route 46 Building F
Mountain Lakes, NJ 07046

Phone:

  • 973-316-6058
  • E-mail address: alan@sfs-fp.com
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Get To Know Us


Get to know us and how we give personalized service.

Who We Are

Get Started Today


Schedule your complimentary consultation to begin planning the retirement you want.

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Helping You Reach Your Goals


See how our advisors can help you through financial planning tailored to your needs.

Our Services

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

More Videos »

Newsletters

  • Managing Your Workplace Retirement Plan

    This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

  • Turbulent Times: Bear Markets Come and Go

    A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

  • Money Market Funds in a Low Rate Environment

    Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

    This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.

More Newsletters »

Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 12,683.33 -2.88%
NYSE Composite 15,199.19 -0.51%
AMEX Composite 2,642.16 +0.01%
PHLX Semiconductor Index 1,354.81 -0.47%
OSX Oil Service Sector Index 95.32 -1.45%
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Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Sequoia Financial Strategies and the above companies are independent, and non-affiliated. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.sfs-fp.com and assume total responsibility for your use of the sites you are visiting. Tax, Social Security claiming, or legal services are not offered through, or supervised by Lincoln Investment or Capital Analysts.

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