Szura Benefits LLC  Rochester, MI Main Office &...
Szura Benefits LLC  Rochester, MI Main Office &...

Szura Benefits LLC Rochester, MI Main Office &...

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Introduction: I have 29 years of experience in Financial Services. Working in this area requires a high degree of integrity and genuine concern for peoples welfare. I work with a wide range of clients all over the Oakland, Wayne and Macomb counties. I work with people in their late 40's on up. I eliminate one of the greatest concerns that most people have going into retirement. The fear of running out of money. During retirement, we will be unemployed for 10, 20, or 30 years of more. How do we make sure our money lasts as long as we do. With the long term viability of the nations Social Security system in question and the demise of the traditional company pension plan, most of us will need a way to ensure our money lasts as long as we do. Being able to assist someone with a more safe and more secure retirement is extremely gratifying. I give clients the peace of mind of knowing that no matter what, there will be a check in their mailbox every month for the rest of their lives. With baby boomers living longer and placing a strain on entitlement programs, people are rightly worried about what the future holds. Having a properly structured financial portfolio that includes protection of principal along with the ability to obtain long term guaranteed income, should be a top financial priority. I can show you how this can be achieved.
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Reviews

Customers rated this pro highly for punctuality, work quality, and value.

Exceptional 5.0

5 reviews

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Dennis L.
Jun 14, 2017
I have always received responsive and high quality service from Neil Schwartz. I would recommend him to customers looking to receive a high level of service and professionalism.
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Renay R.
Jun 14, 2017
Neil has helped me a great deal over the years and I am very comfortable working with him.
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Pati G.
Jun 15, 2017
Neil has assisted us with our business and personal finances for many years. He has done a very good job for us and we would certainly recommend him to others.
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Rick H.
Jun 15, 2017
I have known Neil for a long time and he has helped me with my business and personal finances. I like that he provides me with information and I make the decisions. I am very relieved that he has taken a lot of uncertainty out of my eventual retirement
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Cathy O.
Jun 22, 2017
We have dealt with Neil Schwartz, of the Szura Agency, for a number of years. I would not hesitate to recommend him. He is always professional and very knowledgeable.

FAQs

  • What education and/or training do you have that relates to your work?

    Graduate of the University of Michigan with concentration in Economics and Government. I have been a student of personal finance for 37 years. I have attained advanced degrees in financial services to ensure that I am properly trained to assist the public with growing and protecting their wealth. Education is constant in my field as the industry continues to evolve.