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Team

Your Future

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 Team!

Edward T. Terzolo

Accountant, Financial Advisor

(315) 484-1020

(315) 701-2923

B.B.A. Accounting, Niagara University, 1981; 15 Years Corporate Accounting and Management Experience; Founding Partner with Terzolo Financial Group, Inc.; Manages Tax, Accounting, and Consulting Disciplines in Group. Ed assists...

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Shelly Terzolo

Senior Financial Advisor

(315) 484-1020

(315)701-2923

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...

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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.

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Cindy Peer

Tax Season Manager and Financial Services Coordinator

(315) 484-1020

(315) 701-2923

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...

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Diana meets and greets our clients and guests either by phone or at our front desk. She provides administrative assistance to the office staff.

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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!

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James Dewan

Seasonal Tax Accountant

315-484-1020

315-701-2923

Jim is a seasoned accountant and provides our clients with income tax preparation during the tax season.

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Katrina Nott

Administrative Assistant

315-484-1020

315-701-2923

Katrina has experiences with large corporations in their administrative offices. She is Shelly's assistant in the preparation of applications and other paperwork.

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Ken Davis

Seasonal Tax Accountant

315-484-1020

315-701-2923

Ken is a seasoned accountant providing our clients with income tax preparation.

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Meghan Mendiola

Administrative Assistant and Registered Representative

315-484-1020

315-701-2923

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.

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