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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.
Polzin Insurance & Consultants is a Pickering, ON-based company in the Financial Services sector.
Investment Planning Counsel Woodstock is a Woodstock, ON-based company in the Financial Services sector.
Invesmar Financial Planning Inc. is a Richmond Hill, ON-based company in the Financial Services sector.
Bankruptcy Management Solutions is an industry leading provider of specialized solutions for fiduciaries including bankruptcy trustees, corporate restructuring or real estate professionals and litigation attorneys. Clients value BMS for our unparalleled service and case administration technology. BMS has a long history of strategically partnering with global and domestic financial institutions to offer depository services for restructuring and bankruptcy engagements, escrow management, qualified settlement fund administration and other support services. For nearly 30 years, clients have relied on BMS for tailored client service combined with an advanced suite of case administration software resulting in greater productivity, along with increased time and cost efficiencies.