


Sheridan Wealth Advisors Email Formats
Insurance • Bal Harbour, Florida, United States • 11-20 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.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@sheridanadvisors.com | 100% |
Key Contacts at Sheridan Wealth Advisors
Yehuda Rosenberg
Senior Account Director
Chelsea Sheridan
Employee Retention Credit Erc Director + Research
Marc Sheridan
President And Founder
Beth Kurensky
Employee Retention Credit Erc Director
David Barklow
Director
Company overview
| Headquarters | Bal Harbour, Florida, United States |
| Phone number | +19547531942 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Life Settlements, Forensic Reviews, Annuities, Life Insurance, Long Term Care, Iras, Risks To Retirement |
| Employees | 11-20 |
| 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
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
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Frequently asked questions
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