Teresa Shaloo and Associates

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.

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.

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.

The professional exhibited excellent communication skills and was highly responsive. The financial plan provided was comprehensive and practical. Overall, I am extremely satisfied.

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.