Sequoia Financial Advisors
Main:
(410) 321-0860
Fax: (410) 321-6700
Fax: (410) 321-6700
901 Dulaney Valley Rd., Suite 300, Towson, Maryland, 21204
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | 8:00am to 5:00pm |
| Sunday | 8:00am to 5:00pm |
About us
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.
| Tags | Charitable Gifting, Financial Planning, Wealth Protection, Retirement Planning, Fee-Based Planning |
| Products | Long Term Care, College Funding, Life Insurance, Special Needs Funding, Asset Allocation and Portfolio Management |