Team
Client Centered
Our business is built on a foundation of thoughtful client relationships. Our founder, Ed Terzolo, established a company dedicated to clients, their needs. We strive to provide the utmost experience for every client.
Caring, innovative, dedicated
Shelly Terzolo joined the firm in 2003 dedicating her services to the financial needs of clients. She brings a creative and caring understanding to every situation applying knowledge to need. Her love and understanding of people and their situations are unmatched as she identifies solutions to the financial issues clients face.
Our team!
Our team embraces the expectations of care our firm is known to give our clients. These dedicated professionals are there to serve. Ed, Shelly, Cindy and Roberta have been the core of The Terzolo Financial Group for over 15 years. Meghan and Diana are new to our group - we welcome them - they are here to help serve our clients - and we have to update the photo!
Our Team!
Cindy Peer
Tax Season Manager and Financial Services Coordinator
(315) 701-2923
Cindy is our hinge. She supports every aspect of our business. During Tax Season, she is our Tax Season Manager, coordinating the work loads during this very busy time. She is also an accountant providing bookkeeping services to our...
Diana Jackson
Receptionist
(315) 701-2923
Diana meets and greets our clients and guests either by phone or at our front desk. She provides administrative assistance to the office staff.
Edward T. Terzolo
Accountant, Financial Advisor
(315) 701-2923
Haley Dwyer
Accountant
(315) 701-2923
Haley recently joined our firm as an accountant. She has B.S. in Accounting from LeMoyne College, is a West Genesee Alum and is a great addition to our staff!
James Dewan
Seasonal Tax Accountant
(315) 701-2923
Jim is a seasoned accountant and provides our clients with income tax preparation during the tax season.
Meghan Mendiola
Administrative Assistant and Registered Representative
(315) 701-2923
Meghan provides our clients with follow up to their applications, verifying the completion of requests, and more. Meghan is also a Registered Representative with the Series 7 licensing.
Roberta Kalina
Accountant
(315) 701-2923
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.
Shelly Terzolo
Senior Financial Advisor
(315) 701-2923
As a financial advisor, Shelly provides our clients with an in-depth, personalized insight to their financial lives and goals. She is attentive to the clients, and finds it very important to understand the client and their lives to...