Teresa Shaloo and Associates

from Columbus, OHmember since September, 2021
Rate: Price by request
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Description:

We invite you to explore our website and eagerly await the opportunity to connect with you.

Service location:

Remotely

Service Reviews

4.5

35 reviews

Service as described
4.5
Communication
4.5
Punctuality
4.5
JR
James R.
It's wonderful to work alongside Teresa. She patiently answered all my queries and provided top-notch advice that aligns with my personal preferences. Despite being concerned beforehand due to the numerous disturbing accounts I read online about dishonest financial experts, Teresa's transparency and honesty throughout the procedures would make it difficult for even the most paranoid individual to detect any shortcomings. I am delighted to keep partnering with her to guarantee I accomplish my future objectives.
August 1, 2022
MS
Melissa S.
Despite not being an ideal fit, Teresa provided valuable insights and guided me towards the appropriate resources to address my financial concerns. Therefore, I enthusiastically endorse her services for all-encompassing financial planning in the future.
January 21, 2022
SY
Samantha Y.
With remarkable proficiency and an approachable demeanor, Teresa simplifies the process. She has an attentive attitude and a prompt response time, and she dedicates herself to listening, creating tailored strategies that are plain-spoken and immensely beneficial. Whether you're initiating your journey or contemplating revisions to an established plan, I wholeheartedly suggest scheduling an appointment with her.
December 10, 2021
RJ
Ryan J.
The professional exhibited excellent communication skills and was highly responsive. The financial plan provided was comprehensive and practical. Overall, I am extremely satisfied.
November 13, 2021
BA
Brandon A.
It can be overwhelming to locate a financial advisor who adheres to ethical and legal obligations while prioritizing the best interests of their clients. Fortunately, I consider myself fortunate to have found such an advisor in Teresa. Her unwavering dedication instills immense confidence in my financial wellbeing. This claim is not a hyperbole, but rather a testament to the superb service I have received firsthand. Teresa exhibits a high level of competence, expertise, and professionalism, in addition to possessing excellent listening skills that make her stand out from the rest. I sincerely appreciate the outstanding work that Teresa and her team have done for me and my family.
October 19, 2021