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Timothy Szlosek, ChSNC®, CLU®, CFP®, RICP®

Northwestern Mutual

Timothy Szlosek, ChSNC®, CLU®, CFP®, RICP®

Northwestern Mutual

Timothy Szlosek, ChSNC®, CLU®, CFP®, RICP®

Northwestern Mutual

Profession LogoFINANCIAL PLANNER

Tim Szlosek is passionate and experienced in special needs planning including navigating third-party benefits involved in planning for a dependent with special needs. TIm also is extremely familiar with the various legal issues associated with special needs planning and can work closely with your legal advisor.

Furthermore, as a parent of a child with special needs, Tim Szlosek is intimately aware of the financial and emotional challenges families face while navigating challenging times and processes.

Since Tim Szlosek is a Chartered Special Needs Consultant, he understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Tim to learn more about how Northwestern Mutual's Special Steps Program can help guide you through the process to help secure a future of financial security for every member of your family today.

Firm Description

My Mission

As a Northwestern Mutual Financial Representative, in all situations Tim Szlosek will make those recommendations which he would do for himself and his family if faced with a similar situation.

Tim Szlosek's mission is to guide people towards educated and responsible financial decisions leading to greater security and sustained growth. Family, perseverance and achievement are the values that drive the relationships with his clients.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

400 Broadhollow Road
Suite 200
Melville, NY 11747

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts