210 Township Boulevard
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.
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.
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.
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.
Accountant, Financial Advisor
Senior Financial Advisor
Client Relationship Manager
Seasonal Tax Accountant
Client Experience Assistant