Terry is so kind and quickly trustworthy! Very genuine, professional and knowledgeable. No pressure, just solid guidance and education that made us feel confident about our financial future. Looking forward to working with him more! Highly recommend.
CM
Caroline McDavid
Oct 23, 2025
5.0
Terry is a fanatic financial planner. I have had him take over several floating account I had from previous employers. He listens and is helping me plan for the future. Highly recommend his expertise.
DC
Donovan Ronte Carter
Oct 21, 2025
5.0
Terry’s approach to financing and building financial wealth is top notch. He explains in detail the method to his plan on the use of his clients portfolios. I was impressed with his in depth analysis of the stock market and the trends on the stock market throughout the years. Terry makes sure he caters to his clients vision.
JF
Jason Frazier
Sep 12, 2025
5.0
Great meeting/discussion with Mr. Scipio. He is very knowledgeable and provided invaluable information to help put my family and I on a path for future financial success. I highly recommend Terry and look forward to a continued relationship.
MS
Malcolm Simpson
Sep 8, 2025
5.0
The members of Mt.Olive AME Church truly enjoyed the presentation given by Mr. Scipio. It was very intuitive and informative and we enjoyed his expertise in sharing his knowledge on financial preparedness.
We are planning to bring him back again for another session.