Who We Are
We’re SMG, a Michigan based, full-service financial and independent health insurance agency that operates throughout the Midwest. We have protected over 30,000 clients while earning their trust since 2005. Throughout this journey, we have learned no two clients have the same needs. This is why SMG customizes financial and insurance plans to meet the needs of each one of our clients.
SMG started out with the founder Joe Garcia’s vision in 2005, to help educate the aging population in the area of Medicare and supplemental insurance. Today, SMG has expanded its services to also help promote and educate individuals and business owners in the areas of Healthcare, Group Benefits and Wealth Management, while still having a strong presence in the Medicare market. Even though SMG has grown into a large organization serving over 30,000 clients, one thing is for certain, we still keep it feeling like family.
With our A+ rating from the Better Business Bureau you can be assured that we take our business seriously.
Be a part of our family
If you are looking for a professional financial and insurance agency that is knowledgeable, dependable and has live customer service when you call, then look no further than SMG. Your one-stop shop for all your financial and insurance needs.