Call Us Today:
847.970.5524

Financial Services in Mundelein, Libertyville & Vernon Hills, IL

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Schultz Insurance Services Inc is committed to helping you realize your fiscal goals.

At Schultz Insurance Services Inc, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Schultz Insurance Services Inc, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Schultz Insurance Services Inc.

We are proud to provide fiscal planning services for clients near Mundelein, Libertyville, Grayslake, Vernon Hills, Lake Zurich, and Gurnee.

Related Products:

Our Location

Schultz Insurance Services, Inc.

505 E. Hawley St. #220
Mundelein, IL 60060
Main office: 847-970-5524
Fax: 847-388-4746

Our Providers

Testimonials

Very good company. I've been with them for 15 years . They always on top of thing's and they have the best customer service.
H Hamza
Mike is great! Always personable, timely, helpful, and extremely competitively priced.
Corey
Best insurance company I have ever worked with. They are efficient, professional and very competitive in price. Premium Heating & Cooling.
Premium Heating & Cooling
Schultz Insurance provides top-quality customer service. When we need Certificates, Bonds and/or Special Coverages they are quick to respond, which in turn keeps our customers happy.
Markgraf Heating and Air -Long Grove
I own a business for 12 years and from my first day on I'm dealing with Mike Schultz for all my business & health insurance, He is very knowledge about his work and he always found a great - but most important for me is he is always available when I need him.
Mike M
Schultz Insurance always provides excellent service. They are professional and quick to respond to our changing insurance needs. They are committed to knowing their customers and finding the best insurance coverage to fit their situation.
M. Small
We've worked with Mike for many years. He has always done great work. Always professional and provides excellent service.
S Sundquist
When we have questions, concerns or need service Schultz Insurance has always been there for us.
Austrian Bakery