Terrence J. Pellitteri, CFP^®, AIF^®

Terrence (TJ) has been serving clients at North Country Financial Group (NCFG) for more than 25 years. TJ specializes in asset protection, employee benefits, retirement, estate, and tax planning. In 2004, TJ enrolled in a rigorous financial planning program at The College of St. Rose in Albany, New York, the culmination of which was the CERTIFIED FINANCIAL PLANNER^® designation in 2007.  In addition to the CFP^®, TJ is also an Accredited Investment Fiduciary^® (AIF^®). 

“My job is very gratifying. I love teaching clients new strategies or investment concepts and working with them to implement those ideas in their overall financial planning. I’m honored to have the trust of my clients and truly enjoy seeing them benefit from our collaboration.”

Family is most important to TJ. TJ’s father, Jim, also a partner at NCFG, is responsible for introducing TJ to the business. They have worked together for over 25 years. TJ is married with two young girls. His favorite thing is watching (and making) them laugh.

TJ has a second home at Stratton Mountain Resort, where he enjoys snowboarding in the winter and the cooler air in the summer. It’s just a short drive to our Hoosic Falls office.