Teresa Shaloo and Associates

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Overview

Current Top Pro

Hired 42 times

Background checked

4 employees

4 years in business

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Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2021

2022

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Reviews

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

Great 4.8

26 reviews

5

96%

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0%

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4%

Read reviews that mention:

Stephen S.

Aug 1, 2022

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Hired on Thumbtack

Working with Teresa is great. She took the time with me to field my many questions, and made fantastic recommendations that feel right for me. While I was initially worried from the horror stories I see online about unscrupulous financial advisors, Teresa was so open and transparent about the process that even a paranoid person would struggle to find any faults. I am happy that I continue to work with her so I can make sure I meet my long-term goals.

Personal Financial Planning

David L.

Jan 21, 2022

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Hired on Thumbtack

Although we were not a perfect match, Teresa was very informative and helped point me in the right direction to get the help I needed to solve my financial questions. I highly recommend her to others for long term comprehensive financial planning.

Personal Financial Planning

James T.

Nov 13, 2021

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Hired on Thumbtack

Great communication and responsiveness. I received an extremely detailed financial plan that was workable. I'm very happy with this pro.

Personal Financial Planning

Arun b.

Oct 19, 2021

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Hired on Thumbtack

To find an ethically and legally obligated financial advisor who acts in the best interests of her/his clients could be a daunting task and one should be really lucky to get such an advisor; I am one of those lucky ones. Teresa’s commitment is so powerful to the extent that I feel confident about my financial life. It is not an exaggeration but facts based on my personal experience. She is thorough, knowledgeable, professional and above all she is a splendid listener. Thanks to Teresa and her team for all the work they have done so far for me and my family.

Personal Financial Planning

Nate C.

Feb 18, 2021

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Hired on Thumbtack

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.

Personal Financial Planning

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.

Teresa Shaloo and Associates

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