Thomas Michalowski

Thomas Michalowski Email and Phone Number

Owner @ TM Financial Strategies, Inc.
Streamwood, IL, US
Thomas Michalowski's Location
Streamwood, Illinois, United States, United States
About Thomas Michalowski

Retirement - it might seem like a scary word, but it doesn't have to be intimidating.It's important to start early, know it's never too late, and maximize what you have when you need it. That can be difficult when you aren't sure what to do.With us, we make sure that you're taken care of. No matter how much you have to work with, large or small, you will receive 100% of our attention and care when planning your retirement. Being genuine is our #1 focus!DM me to learn more about how our team can help you achieve your retirement goals!

Thomas Michalowski's Current Company Details
TM Financial Strategies, Inc.

Tm Financial Strategies, Inc.

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Owner
Streamwood, IL, US
Employees:
2
Thomas Michalowski Work Experience Details
  • Tm Financial Strategies, Inc.
    Owner
    Tm Financial Strategies, Inc.
    Streamwood, Il, Us
    View
  • Thrive.
    Advisor/Paraplanner
    Thrive. Nov 2023 - Present
    View
  • Tm Financial Strategies, Inc.
    Owner
    Tm Financial Strategies, Inc. Jul 2019 - Present
    Palatine, Illinois, United States
    View
  • Portfolio Medics
    Investment Advisor Representative
    Portfolio Medics Oct 2022 - Present
    Investment advisory services are offered through Portfolio Medics, an SEC registered investment adviser.
    View
  • Foundations Investment Advisors
    Investment Advisors Representative
    Foundations Investment Advisors Sep 2020 - Oct 2022
    Investment Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor
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  • Wealth Financial Services & Tax Advisory
    Financial Professional
    Wealth Financial Services & Tax Advisory Aug 2018 - Apr 2020
    Buffalo Grove, Il
    Supporting Financial Advisors through financial planning to solve client’s financial shortfallsPrepares applications for annuities, life insurance, and investment accountsEnsures processing of business is accurate and timelyOffer Medicare Planning to existing clients and new prospects Review tax returns for accuracy and tax minimization with clientele
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  • Sgl Financial
    Case Planning Specialist
    Sgl Financial Aug 2017 - Aug 2018
    Buffalo Grove, Il
    Advised Financial Advisors by identifying gaps in retirement planning for clientsProcessed applications for annuities and life insuranceTracked the flow of new business with carriers
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  • United Advisors Financial Marketing Organization
    Sales And Product Specialist
    United Advisors Financial Marketing Organization Feb 2015 - Jul 2017
    Buffalo Grove, Il
    Lead a team of Financial Advisors in initiative to increase annuity productionSystematized processing of New Business and Contracting to maximize efficiencyAssisted Financial Advisors with preparation of financial presentations for perspective new clientsMaintained relationship with insurance carriers to provide superior financial productsConstructed portfolio summaries on behalf of Financial Advisors to perform annual reviews with clients
  • Dovenmuehle Mortgage, Inc.
    Summer Intern
    Dovenmuehle Mortgage, Inc. Jun 2013 - Aug 2014
    Lake Zurich, Il
    • Collaborated with team members to complete projects on time• Assembled and posted letters to clients regarding their loan information• Scanned loan information into DMI system• Updated loan information in the Loan Processing System• Developed strong organizational and time management skills
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  • Northern Illinois University
    Student Caller
    Northern Illinois University Apr 2013 - Jan 2014
    Dekalb, Il
    • Updated Alumni, Parent, and Friend Profiles• Provided current information about NIU campus and respective colleges• Solicited donations for the university• Developed strong communication and interpersonal skills
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Thomas Michalowski Education Details

Frequently Asked Questions about Thomas Michalowski

What company does Thomas Michalowski work for?

Thomas Michalowski works for Tm Financial Strategies, Inc.

What is Thomas Michalowski's role at the current company?

Thomas Michalowski's current role is Owner.

What schools did Thomas Michalowski attend?

Thomas Michalowski attended Northern Illinois University, Stevenson High School, Lincolnshire, Il.

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