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.
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!
Client Experience Assistant
Caroline is our Investment Services File Clerk. She just joined our team in June of 2020. In the office, she helps gather materials that need to be filed and perform other general office duties. Caroline is from Marcellus, NY, and is a...
Client Relationship Manager
Cindy is our Office Manager. She supports every aspect of our business, including bookkeeping services and financial services. She grew up in Auburn, NY, and now resides in Camillus, NY. Cindy started
Client Relationship Coordinator
Diana is our Administrative Assistant who joined our team in October of 2018. She manages the front desk and all of our office needs, including answering phones, meeting and greeting our clients when they arrive, and setting up...
Accountant, Financial Advisor
Ed is our Senior Accountant and Financial Advisor. He is also our Vice President and General Manager. He started the business in 1996 and had 15 years of Corporate Accounting before starting the business. Ed graduated from Niagara...
Haley is our staff Accountant. She is from Syracuse, NY, and is a West Genesee Alum. Haley graduated from Le Moyne College with a B.S. in Accounting. She is our newest addition to the team, joining in January 2020. Before working with...
Seasonal Tax Accountant
Jim is our Seasonal Tax Accountant. He provides our clients with income tax preparation during the tax season. Jim is from Marcellus, NY, and he is a graduate of SUNY Cobleskill and Rochester Institute of Technology. Jim joined the...
Seasonal Tax Preparer and Accountant
Ken is our Seasonal Tax Preparer and Accountant. He joined our team back in 2018. Before working with us, Ken was a tax preparer for Empower Federal Credit Union. Ken graduated from the University of Buffalo with a B.A. in History. He...
Administrative Assistant and Registered Representative
Meghan is a Registered Representative and Assistant to Shelly Terzolo. Meghan provides our clients with follow up to their applications, verifying the completion of requests, and much more. She can adapt and change to any situation at...
Roberta is our Senior Accountant. She holds an Associate's Degree in Accounting from Onondaga Community College. Before joining our team, Roberta worked as an accountant for another firm. She has been a part of our team since 1999....
Senior Financial Advisor
Shelly is our Senior Financial Advisor. She provides our clients with an in-depth, personalized insight into their financial lives and goals. Shelly graduated from Onondaga Community College with an A.A.S. in Business and later...