Michele A. Sheridan,  CFP<sup>&reg;</sup> - Financial Advisor

Michele A. Sheridan, CFP®

Director

Robert W. Baird & Co. Incorporated

555 French Road, Building #2
New Hartford, NY 13413
FINANCIAL ADVISOR'S WEBSITE
(800) 950-1130
(315) 738-4578
CONNECT WITH Michele
  • linkedin link

General

Michele Sheridan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird & Co. Incorporated in New Hartford, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Disclaimer

Baird

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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