Our Team
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
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!
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, Megan, Mike, Taylor, Lori, and Roberta are the core of The Terzolo Financial Group, Inc. Taylor is our front desk service coordinator. Our tax team adds Irina, Tony and Brooke to the team. We are all here to serve our clients.
We welcome you to get to know our firm and the fine people on our team.
