LOUIS R. TERRERO, CPA, Registered Investment Advisor, has been in the financial services industry since 1978, starting his career as an auditor for one of the “Big 8” CPA firms. He has experience in many areas ranging from compliance and auditing to annuities and investments, and most recently has obtained the Certification in Long-Term Care credential. This extensive knowledge has led Louis to teach accounting, economics and taxation courses as an adjunct professor at various colleges and universities in the New York City metropolitan area since 1991. Louis’s diverse background and passion for educating others help him serve his clients in ways that he takes much pride in.
Clients are of the utmost importance to Louis and his team, all of whom are dedicated to developing lasting relationships. This is why they spend so much time getting to know and understand the clients’ needs before any recommendations are made. They strive to provide clear, easy to understand explanations of suggested financial strategies and services for a more secure financial future, so that their clients are comfortable and in agreement before implementation steps are taken.
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