Combine Your Policies and Save The Best of Both Worlds The Other Sure Thing Coaches

Let us know what you have in mind

          You have Goals, We have resources and expertise...Let's work together for the best possible outcome.

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We work for you!

ISU-Wm. Schwartz & Co. has been in business for over 122 years now. It has always been family owned and operated by the Schwartz family. As an independent insurance firm, we are proud to be affiliated with ISU, one of the nation’s largest insurance networks. This national network benefits you by providing access across the country to over 350 quality insurance providers. It also provides resources for placement of your insurance risks that are national or international in scope.

We’re locally owned and managed by a staff of dedicated professionals. We don’t limit your choices, we enhance them. We create and provide insurance programs with coverages and limits for exposures unique to you. Special commercial group programs have been designed to offer distinctive, innovative and competitive insurance plans for a diverse base of industries. The best value at the lowest cost, consistently and without compromise.

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Client Care

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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We create strategies that are tailored to your needs and goals.

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  • “We know we have two ears and one mouth for a reason.”
  • “Our Job is to let you know what your current insurance plan covers and maybe, more importantly, what it does not.”
  • “People don’t buy products and services…they buy solutions to problems. With as many insurance companies we are able to access…we’re sure to have one or several to provide a solution for you.”


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