Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country. Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service. Our retirement team has ...
Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country. Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service. Our retirement team has an average of more than 20 years experience and deep knowledge in each market segment. We provide objective advice and act solely on behalf of your best interests. We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.
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Number of Employees:
25-100
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Annual Revenue:
$10-50 Million