Our Team

Edward T. Terzolo   ed@terzolofinancial.com

  • B.B.A. Accounting, Niagara University, 1981;
  • 15 Years Corporate Accounting and Management Experience;
  • Founding Partner with Terzolo Financial Group, Inc.;
  • Manages Tax, Accounting, and Consulting Disciplines in Group.

Ed assists clients with tax, tax resolution, fiscal physicals and comprehensive business analysis and consultation

 

Shelly T. Terzolo, CSA ®   shelly@terzolofinancial.com

  • B.S., LeMoyne College, 1981;
  • A.A.S., Onondaga Community College, 1979;
  • Certified Senior Advisor (R);
  • Independent Financial Advisor with H.D. Vest Investment Services;
  • Licensed in New York, Virginia, North Carolina, Florida, Connecticut;
  • Manages 8 Wealth Management Issues (R) for Clients, FAFSA Preparation.

 

  

Andrew Terzolo  andy@terzolofinancial.com

  • Andrew is Paraplanner to Shelly Terzolo servicing her clients and their needs;
  • Attended Morrisville State College and Onondaga Community College.

 Andrew has been with us since 2009.

 

 

Roberta Kalina     roberta@terzolofinancial.com

  • A.A.S.,Onondaga Community College;
  • Senior Member of our Accounting Department, providing Accounting and Corporate Tax Services to Business Clients;
  • Trains clients on use of Peachtree Accounting Software.

 Roberta has been with us since 1998.

 

 

Cindy Peer        cindy@terzolofinancial.com

  • Cindy is a member of the Accounting Department and provides Bookkeeping and Payroll Services to Clients;
  • Cindy also assists with Client Services.

Cindy has been with us since 2003.