Professional

Hard work, persistence and follow-through are the core values that have defined Tim Szlosek and his team for greater than a decade. The product of growing up in a family business, Tim was taught these values at an early age by the example his mother, father and seven brothers and sisters showed day-in and day-out in a multi-faceted sporting goods store in Liverpool, NY.

 

Following a 10-year career in sports marketing, Tim joined Northwestern Mutual in 2004. Since then, Tim has built a solid wealth management practice by helping his clients make educated and responsible decisions leading to greater stability and growth. Tim and his team specialize in guiding families facing special needs, small business owners, and those in the education and service occupations.

 

No matter the clientele, Tim's vision for his clients starts with a thorough get-to-know-you process so a detailed personalized plan can be developed, implemented and followed through on.

 

Tim Szlosek has also earned a number of designations to better serve his clients:

 

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Certified Financial Planner:

The CFP® certification is recognized as the standard of excellence for competent and ethical personal financial planning.

 

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As a Chartered Special Needs Consultant, Tim Szlosek can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.

 

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Chartered Life Underwriter:

"The premier designation for insurance professionals."- The American College of Financial Services

 

Timothy John Szlosek, ChSNC®, CLU®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck