HUB International

HUB International, located at 735 North Water Street in Milwaukee, Wisconsin, is a finance institution that offers comprehensive client services at the plan sponsor, participant, and individual level. In 2018, Sheridan Road Financial joined HUB International, bringing with them a long tradition of helping companies design, manage, and deliver retirement benefits to their employees.

Their approach involves thinking strategically and long-term with clients to ensure that their business objectives align with their retirement plan strategy. While investments are important, HUB International understands that all aspects of the plan must work effectively to produce the best results for both the employer and their employees.

Their Executive Benefits programs help business owners and key executives supplement their retirement savings using tax-efficient strategies. They also offer wealth advisory and consulting services, providing custom portfolio management and financial planning tailored to individual client needs, goals, and financial philosophy.

HUB International's services include financial planning, portfolio management, money manager due diligence, and business owner-specific planning. Securities are offered through LPL Financial, Member FINRA/SIPC, and advisory services are offered through Sheridan Road Advisors, a HUB International Company and SEC registered investment advisor.