Broker Check

Our Team

 Our Team, Our Firm, Our Philosophy

 Our Team, Our Firm, Our Philosophy

Our team is rooted in the principles and values that guide our actions, interactions, and overall approach to serving our clients.

Our team centers around putting our clients' needs and goals as a priority.  We believe in building strong, lasting relationships based on trust, transparency, and open communication.  We provide personalized solutions to help our clients achieve their objectives.

We are committed to maintaining a high level of expertise in the financial services industry.  Our team members continuously seek to expand their knowledge, stay updated on market trends, regulations, and innovations and bring this knowlege to every client interaction.

Integrity is the cornerstone of our philosophy.  We uphold the highest ethical standards in all our dealings, ensuring our recommendations are in the best interest of our clients.  We are transparent about any potential conflicts of interest and work diligently to earn and maintain our clients' trust.

We believe in providing comprehensive financial services taking into account all aspects of our clients' financial lives.  Our team considers the short-term and long-term goals, risk tolerance, tax implications, and estate planning needs to develop well-rounded strategies.

We embrace innovation and remain adaptable exploring new technologies, investment opportunities and strategies and take a disciplined approach to risk management.

Our team is a cohesive unit of people supporting one another and collaborating together.  We value our unique personalities and qualities and pool our knowledge and creativity for our clients.  Working together, we work to bring our clients the best possible advice and service.


Important Client Relationships

Important Client Relationships

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!

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

Matthew Kelsey

Matthew Kelsey

Registered Representative

315-484-1020

315-701-2923

Matthew Vitale

Matthew Vitale

Client Services Assistant

315-484-1020

315-701-2923

Taylor-Rae Tanner

Taylor-Rae Tanner

Administrative Assistant

315-484-1020

315-701-2923