The 8 Elements of Financial Control

In addition to being the president and founder of The Terrio Group, Michael Terrio is an Investment Advisor Representative, Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist.
Mr. Terrio is also a nationally renowned speaker who has been quoted on Fox Business, The Wall Street Journal, and Daily Finance; and on local media outlets like WFLX FOX 29, WPEC CBS 12, ABC & 25 WPBF.




The 8 Elements of Financial Control has proven to be an effective methodology which has become the blueprint of the evaluate – investigate – educate – activate process. When you combine this philosophy with many personal touches you just don’t get with large enterprises, an organic chemistry results, along with lasting relationships, which are mutually valued, and reciprocated.

Our Process Is As Easy As …
Evaluate
This 1st step is a friendly exchange of information–we actively listen to your goals.
Investigate
Educate
Activate
Success! We put your plan into action and keep an open dialogue with you — always.
Location & Hours
542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986
772-807-4628
2104 SE Rays Way
Stuart, FL 34994
772-807-4628
Edina, MN 55436
763-259-3644
MON – FRI
8:30 AM – 4:30 PM
Get In Touch
Send your questions directly to us.