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Sequoia Financial Advisors

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Financial Planner in Towson

closed
Today 08:00 AM - 05:00 PM

901 Dulaney Valley Rd. Suite 300 Towson MD, 21204

(410) 321-0860

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General Description

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.


Business Hours

Sunday08:00 AM05:00 PM
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturday08:00 AM05:00 PM

Location & Map


Sequoia Financial Advisors
901 Dulaney Valley Rd. Suite 300
Towson, MD 21204
(410) 321-0860
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