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Teresa Shaloo and Associates
Teresa Shaloo and Associates

Teresa Shaloo and Associates

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 45 min

Introduction: I am passionate about helping young couples and young families get started on the right foot when it comes to financial planning. I have an entire team behind me to help personalize and tailor a financial plan for you and your family.
Overview

Hired 16 times

Serves Columbus, OH

Background checked

3 employees

2 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

14 reviews

5
100%
4
0%
3
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2
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1
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Read reviews that mention:


Nate C.

Personal Financial Planning

Teresa has strong expertise and a friendly, warm way of working that makes the process feel easy. She's attentive, quick to follow up, takes time to listen, and crafts personalized strategies that are clear and very helpful. If you're just getting started or thinking about updates to an existing plan, I'd highly recommend booking time with her.
Feb 18, 2021
·
Verified
Jackie H.

Personal Financial Planning

I had a wonderful experience getting personal financial advising from Teresa and Nick. I have a disability that makes it hard to remember things and to understand stuff like financial issues but I told them upfront and they were wonderful. Nick wrote up the information for me, including emailing a budget calculator, so that I don’t forget what we talked about and he explained the financial details in easy to understand language. I worry about finances a lot and they were able to put me at ease. And also you can’t beat their price! I have already recommended Teresa and Nick to my roommate and recommend without hesitation.
Feb 16, 2021
·
Verified
Mary K.

Personal Financial Planning

Her Associate Nicholas is very helpful and we’re continuing to work on determining our financial picture and make changes where needed. Very grateful!!!!
Feb 5, 2021
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Verified
Christopher J.

Personal Financial Planning

Teresa and her coworkers were phenomenal. Willing to work with my schedule to get plans in place. I appreciate the time they spent with me!
Oct 9, 2020
·
Verified
Katlyn L.

Personal Financial Planning

Nick is great, he really works with our goals for our life. And helps us plan for the future
May 25, 2021
·
Verified
Credentials
Background Check

Teresa Shaloo

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    It cost NOTHING to meet with me!!!!

  • What is your typical process for working with a new customer?

    My process involves two one hour meetings.

  • What education and/or training do you have that relates to your work?

    I am series 6 licensed and State of Ohio Life and Health licensed.

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