Timothy John Szlosek
Wealth Management Advisor|ChSNC®, CLU®, CFP®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Loriann Urso
Associate Financial Representative
Loriann joined the team in 2013 and currently holds her Life/Accident and Health insurance license. She resides in Lake Grove Village with her two dogs, Finley and Dexter. She enjoys spending her free time paddle Boarding, camping, cooking and spending time with family.
Direct Line: (631) 592-4045