About Us

Paul J. Serwinek, MBA, LIC

Paul Serwinek started his own insurance agency from scratch over 30 years ago. He has an MBA from the University of Detroit and has taught management and business finance at the graduate school level at Wayne State and other universities. Mr. Serwinek has also conducted a number of small business and agency research projects, presenting seminars through Insurance Marketing and Management Services and writing articles for various insurance, finance and management journals.

More importantly Paul has owned and managed a very successful agency though having passed on ownership to junior partners. His philosophy is to conduct any business activities based on an ethical set of values with concern for clients and partners alike. He is now committed to helping others by sharing his advice, experience and knowledge in business operations and finance with small businesses, non-profits and individual families, with a focus in Retirement planning, Medicare, Social Security and Financial Advice.

Why Work With Agency Advisory ?

NO CHARGE for a FACE-TO FACE or PHONE CONSULTATION

  • We offer you FINANCIAL DIRECTION from a professional with LOW FEES.
  • Paul has over 30 YEARS experience in financial planning with millions of dollars under management.
  • We’ll try to help you feel good knowing you have investments that are SPECIFIC for your personal needs.
  • We’ll help you feel confident knowing you’ve thoroughly planned for your lifestyle and retirement.

SECURITIES offered through SIGMA FINANCIAL CORORATION, Member FINRA/SIPC