Broker Check

Team

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Client Centered

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

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!

The team is important to the philosophy and growth of an organization.  If the core value of the firm is embraced, the service is unmatched.

Our team embraces the tenants to be helpful to others.  Our firm is known to give our clients attention with the issues they are facing and work to solve the issues and concerns.  Outside of work, the characteristic of being helpful also continues with our staff as we volunteer in the community in various civic, religious and community oriented organizations.  

Ed, Shelly, Cindy and Roberta have been the core of The Terzolo Financial Group, Inc. for over 20 years.  Haley and Jim are seasoned tax professionals and Megan, Rusty and Caroline round out our client services team.  

We welcome you to get to know our firm and the fine people on our team.

Our Team!

Edward Terzolo

Ed Terzolo

Accountant, Registered Representative

(315) 484-1020

(315) 701-2923

Shelly Terzolo

Shelly Terzolo

Senior Financial Advisor

(315) 484-1020

(315) 701-2923

Cindy  Peer

Cindy Peer

Client Relationship Manager

(315) 484-1020

(315) 701-2923

Hanna Keppler

Jr. Accountant

315-484-1020

315-701-2923

Megan Harding

Megan Harding

Client Relationship Manager

315-484-1020

315-701-2923

Taylor-Rae Tanner

Taylor-Rae Tanner

Administrative Assistant

315-484-1020

315-701-2923