Individuals
People are at the heart of everything we do. When you become a client we will know your name and your financial story; we take pride in delivering unparalleled service on a timely basis.
Schwartz & Associates offer a complete range of financial brokerage services for every conceivable need, from Life Insurance to Disability Income Insurance to creating liquidity solutions against chronic illness or other misfortune, we’ve got all the individual bases covered.
As a fully licensed independent broker, we use our deep industry knowledge and decades-long experience to get you the right product that meets your unique needs. So you pay for what you want and need, and not for features you don’t.
Our process is simple and user-friendly:
We listen to you and help correctly analyze & diagnose your insurance needs
We shop the market to identify the companies and policies that are right for you
We present you with the best options and prices, and work with you so that you can make the best choice
Contact us today and let’s get you some peace of mind.
We work in the following areas:
Term Life, Whole Life & Universal Life Insurance
Disability Income Insurance
Insurance Coordination for Estate Planning
Annuities
Long-Term Care Insurance
“They have never dropped the ball. I feel very secure & confident with respect to my future and that of my family. ”