About
About Me
Thomas J. Kaliszak is the president of Kaliszak Insurance Consultancy. I have built my practice based on honesty and transparency. I have worked very hard to obtain my credentials so that I can help as many families as possible. From my insurance licenses, my series 6 & 63 licenses to my series 65 license. And the one that I am most proud of is my series 65 license that I acquired in 2022. As an Investment Advisor Representative, a fiduciary, it allows me to help my clients with the highest level of comprehensive planning they deserve. You see, I have always enjoyed helping families with their financial needs. I just wanted to take it to the next level. As other registered representatives or insurance agents move on from one client to another, Kaliszak Insurance Consultancy will cultivate a long lasting relationship to assist you with any of your financial needs now or in the future.
I believe that planning is paramount. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Specialties: I offer an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.
I am licensed to sell insurance and various annuities in: DC, DE, FL, MD, MI, NC, PA, SC