Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
Saturday 08:00am - 05:00pm
Sunday 08:00am - 05:00pm
Sequoia Financial Advisors Verified by Synup
Listed In: Financial Planning
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… 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. Read more
Additional Locations See All
Sequoia Financial Planning
200 Applebee Street Suite 208, Barrington, IL (1 Km Away)
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(8706 Km Away)
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