We started Schwartz Insurance Services with the goal of helping retirees and pre-retirees provide security and peace of mind in retirement. As financial advisors, we are committed to treating you like family and protecting your hard earned assets as we would our own. At Schwartz Insurance Services, we believe that life is more than a paycheck.

Our mission is to ease your worries and help you create a sound financial strategy that provides, not only a steady paycheck for life, but a playcheck as well. Discover the Schwartz Insurance Services difference today! Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to.

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About Us

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Born in California and raised in North Dakota, Jeffrey Schwartz knows the meaning of hard work and dedication. As the founder of Schwartz Insurance Services (SIS), this same dedication and hard work continues to be his goal as he provides service with a "clients always come first" mindset, aiming to build and maintain long-term relationships with trust and loyalty.

Services

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We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement. Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund). One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.

Our Process

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At SIS we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement. As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. Clients choose SIS because our clients always come first.

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