Why Do Business With Us?

Underwood Financial Services is among the top insurance and financial service providers in Illinois, Indiana, and Michigan. Underwood Financial Services is also one of the few agencies specializing in serving the needs of educators and those working for educational and non-profit institutions.

  • Our family is here to serve your family
  • Combined 20 years in financial services
  • Three office locations serving Illinois, Indiana and Michigan
  • Six staff members to serve your needs
  • Flexibility to meet at your convenience in either of our two offices, your place of employment, or at your home
  • Award winning claims service with personalized customer assistance
  • Local agents available 24 hours a day, 7 days a week
  • Special auto rates and benefits for educators
  • Additional discounts available for members of IASP, ISP, IMLEA NEA.
  • Annual reviews to help educate about your insurance options and advise based on your needs
  • Multiple types of insurance including, auto, home, flood, and life.
  • Retirement planning services include retirement and investment products such as 403b, 457, IRA, Roth IRA, and non-qualified accounts
  • Aligned with many of the top “A” rated insurance companies in Illinois, Indiana, and Michigan
  • Free retirement planning tools help clients remain on track with retirement goals with annual reviews
  • Giving back time and money to many local organizations, including thousands of dollars to local public schools to support teacher, support staff, and student success