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Sheridan Wealth Advisors

Sheridan Wealth Advisors Email Formats

InsuranceFlag of USBal Harbour, Florida, United States11-20 Employees

Sheridan Wealth Advisors Email Formats

Sheridan Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@sheridanadvisors.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@sheridanadvisors.com
100%

Key Contacts at Sheridan Wealth Advisors

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Yehuda Rosenberg

Senior Account Director

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Chelsea Sheridan

Employee Retention Credit Erc Director + Research

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Marc Sheridan

President And Founder

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Beth Kurensky

Employee Retention Credit Erc Director

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David Barklow

Director

Company overview

HeadquartersBal Harbour, Florida, United States
Phone number+19547531942
Websites
NAICS52
SIC628
Keywords
Life Settlements, Forensic Reviews, Annuities, Life Insurance, Long Term Care, Iras, Risks To Retirement
Employees11-20
Socials

About Sheridan Wealth Advisors

We review old, underperforming life insurance policies, expensive long-term care policies, old, high-fee annuity contracts and replace them with new, better and guaranteed alternatives. We shop the market nationwide among A+ carriers and deliver results that have seen us realize over $198,000,000 in additional client benefits. FORENSIC REVIEWS OF LIFE INSURANCE® How Sheridan Wealth Advisors can lower your premiums or increase the benefit of your Whole Life, Universal Life, Variable Universal Life or Survivorship Universal Life policy by 30% to 70%+. FORENSIC REVIEWS OF ANNUITIES™ Decades old annuities look like flip-phones in a SmartPhone world: Guarantee against market losses. Guarantee lifetime income. Fees Eliminated or Lowered. FORENSIC REVIEWS OF LONG TERM CARE™ Learn How to Include Fixed Rate Long Term Care Benefits in Your Portfolio. (And get money back if you don't use it). FORENSICS REVIEWS OF LIFE SETTLEMENTS® We do the heavy lifting when selling your life insurance policy to maximize market value. FORENSIC REVIEWS OF IRAs™ Learn how new strategies, new products and regulatory changes affect your IRA. FORENSIC REVIEWS OF RISKS TO RETIREMENT PLANNING™ In retirement planning, we identify 3 critical risks that have a substantial impact on lifetime income and financial security. We have strategies to eliminate those risks and increase income, net worth and security. Please visit our Website to learn more!

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director
Vice President
Entry

Employees by Department

Sheridan Wealth Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Sheridan Wealth Advisors has never raised funding before.

Sheridan Wealth Advisors Tech Stack

Discover the technologies and tools that power Sheridan Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

jQuery

jQuery

JavaScript libraries

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Font Awesome

Font Awesome

Font scripts

Bootstrap

Bootstrap

UI frameworks

Popper

Popper

Miscellaneous

Softr

Softr

Page builders

Frequently asked questions

Sheridan Wealth Advisors is located in Bal Harbour, Florida, US.
You can reach Sheridan Wealth Advisors at +19547531942.
Sheridan Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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most used
tier 1 accuracy

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