Sequoia Financial Advisors

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

Hours

Regular Hours

Mon - Sun:	8:00 am - 5:00 pm

Places Near Towson with Financial Planners

General Info: Sequoia Financial Advisors is a third-generation practice. Our founder, Patricia Roberts began her Lincoln National Life Insurance career in 1983. She had been a teacher in Baltimore for many years and she was a natural in finding ways to educate individuals and families on preparing for their future. She was a role model and our firm has benefited from her example. Pat passed away at age 68. Fortunately, Melanie Shanty, Pat's daughter had 8 years working with Pat as an advisor and continued her legacy of financial planning and education for clients.
Email: Email Business
Extra Phones: Fax: (410) 321-6700
Services/Products: Asset Allocation and Portfolio Management College Funding Life Insurance Long Term Care Special Needs Funding
Location: Dulaney Center II
Other Link: website
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

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Phone: (410) 321-0860

Address: 901 Dulaney Valley Rd Ste 300, Towson, MD 21204

Website: website