Cultivating Long-Term Relationships Based on Your Success
At Terzolo Financial Group, we are a team of caring advisors driven to see all of our clients succeed through customized strategies.
Shelly Terzolo
Circle of Excellence Recipient 2023. B.S., LeMoyne College. Certified Senior Advisor. Licensed in NY, VA, NC, FL, CT. Manages wealth management strategies for clients across all life stages.
Shelly.Terzolo@ceterafs.comEdward Terzolo, EA
Founding partner. B.B.A. Accounting, Niagara University. Enrolled Agent. 15 years corporate accounting experience prior to founding the firm. Manages tax, accounting, and consulting disciplines.
Edward.Terzolo@ceterafs.comMatthew Kelsey
Works directly with clients on investment planning and brokerage services, providing personalized financial guidance.
matthew.kelsey@ceterafs.comRoberta Kalina
A.A.S., Onondaga Community College. Senior member of the accounting department providing accounting and corporate tax services. With the firm since 1998.
rkalina@gmail.comCindy Peer
Provides bookkeeping and payroll services and assists with client services. A valued member of the team since 2003.
cynthia.peer@ceterafs.comShane Manthey
Member of the accounting team providing individual and business tax preparation services.
shane.manthey@tercofg.comMichael Dendis
Provides tax preparation and accounting services for individuals and businesses.
mdendistfg@gmail.comJacob Tucker
First point of contact for clients visiting or calling the office. Ensures a welcoming experience for everyone.
jacob.tucker@tercofg.com