FORENSIC REVIEWS OF TERM INSURANCE
Filed: April 23, 2018
Insurance consulting in the field of Life insurance; Insurance services, namely, insurance eligibility review and verification…
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 87888764
FORENSIC REVIEWS OF LIFE SETTLEMENTS
Filed: April 23, 2018
Insurance consulting in the field of Life insurance; Insurance services, namely, insurance eligibility review and verification…
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 87889291
THE STRATEGIC ALTERNATIVES TO TERM
Filed: April 30, 2018
Insurance consulting in the field of Life insurance; Insurance services, namely, insurance eligibility review and verification…
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 87900705
FORENSIC REVIEWS OF ROTH IRAS
Filed: July 24, 2019
Advice on finance during retirement; Financial retirement plan consulting services; Financial planning for retirement; Individual…
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 88534060
FORENSIC REVIEWS OF LONG TERM CARE
Filed: July 25, 2019
Insurance consulting in the field of life and health insurance
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 88537189
FORENSIC REVIEWS OF ANNUITIES
Filed: September 12, 2019
Life insurance brokerage
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 88614116
FORENSIC REVIEW OF RISKS TO RETIREMENT PLANNING
Filed: January 20, 2020
Financial planning for retirement; Financial retirement plan consulting services
Owned by: Sheridan Wealth Advisors, Inc.
Serial Number: 88766248