Appointment Request
Schedule an Introductory Appointment
Because It’s Time for Financial Advice That Puts You First.
Choosing a financial advisor is a meaningful step toward building a future aligned with your values. We provide guidance that goes beyond the numbers, focusing on what matters most to you and empowering you to make confident decisions.
Whether you’re starting out or looking to refine your financial plan, we offer a supportive, personalized approach designed to help you take control of your financial journey with purpose and clarity.
Ready to begin? Schedule a conversation today and take the first step toward financial empowerment.
Don't take our word for it, hear from our clients
These are client testimonials. No compensation was given for reviews. Reviews were left on Google Reviews.
Samia Kreiser
Billy is the absolute best! The care and nurture he provides to his clients is unmatched. Billy's approach is truly high level and focuses on the big picture from every facet possible. Thank you, Billy, for being such a great advocate and partner!
Angela Mast
...If you are looking for a down to earth financial advisor, one who will make you feel completely comfortable and explain things in a way you can understand and that allows for a safe space to ask any questions you have, meet with Billy!
Kelley Hughes
Billy is very helpful and knowledgeable when answering questions and helping with advice. I recommend him.
Brian Almoney
Billy was an ABSOLUTE pleasure to work with! My project had some hurdles and Billy was able to navigate them flawlessly. Highly Recommended!
Andrea Keith
Billy has been extremely helpful with getting my retirement plan set up. He is so knowledgeable regarding the different products available for his clients and he truly cares for your financial plan as if it were his own. I have recommended friends and clients to Billy with confidence and will continue to do so.
Rebekah Leaman
Billy does a great job of explaining complex financial situations in a way that is easy to understand. As someone who is self employed, I’m so thankful that I’ve been able to find a way to save for the future.
Amy Finefrock
I just started working with Billy and feel he is highly personable and a great listener. He takes the time to learn about you and where you are on your financial journey. He doesn't try to sell you anything. He truly looks out for you and where you are currently and where you want to be. He explains his process in detail and puts your mind at ease.
Frances Martinez
Billy Zerillo is a passionate agent, willing to go the extra mile to ensure you and your family are safe. If you are looking for a good listener and honest agent…call Billy!
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. View complete disclosures. Check the background of your financial professional on FINRA's BrokerCheck.