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Our financial advice team


Steven John Sheridan

Steven John Sheridan

Financial Advisor

Franchise Owner
Sterling Financial Partners
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Interests

Steve lives in Windsor Locks with his wife Nancy, has 3 children, 3 grandchildren and a PudelPointer named Lucca.

Steve enjoys fishing Long Island Sound with his son.

His hobbies include the outdoors: hiking, biking, fishing and traveling in the U.S.A. and abroad. He and Nancy are excited to put their new Airstream trailer to use!

Community participation

Windsor Locks High School - school to career committe member 2000- present.

Suffield Chamber of Commerce member.

North Central Connecticut Chamber of Commerce member.

Qualifications

  • Currently hold Series 7, 63,65 licenses.

Education

  • CCSU Bachelor of Science - Administrative Management 1974