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!
Tax Season Manager and Financial Services Coordinator
Cindy is our hinge. She supports every aspect of our business. During Tax Season, she is our Tax Season Manager, coordinating the work loads during this very busy time. She is also an accountant providing bookkeeping services to our...
Diana meets and greets our clients and guests either by phone or at our front desk. She provides administrative assistance to the office staff.
Accountant, Financial Advisor
Haley recently joined our firm as an accountant. She has B.S. in Accounting from LeMoyne College, is a West Genesee Alum and is a great addition to our staff!
Seasonal Tax Accountant
Jim is a seasoned accountant and provides our clients with income tax preparation during the tax season.
Administrative Assistant and Registered Representative
Meghan provides our clients with follow up to their applications, verifying the completion of requests, and more. Meghan is also a Registered Representative with the Series 7 licensing.
A.A.S. Onondaga Community College;Senior Member of our Accounting Department, providing Accounting and Corporate Tax Services to Business Clients;Trains clients on use of Peachtree Accounting Software. Roberta has been with us since 1998.
Senior Financial Advisor
As a financial advisor, Shelly provides our clients with an in-depth, personalized insight to their financial lives and goals. She is attentive to the clients, and finds it very important to understand the client and their lives to...