Orla Wealth Management, LLC
About
Orla Wealth Management, LLC is a financial planning and investment firm in Mattydale, opened in November 2018 by Terri E. Krueger. Terri brings more than three decades of experience in managing money, a career that began when she was promoted to head teller at a Key Bank branch at age 19.
Working through LPL Financial and Orla Wealth Management, she aims to give clients informed recommendations. Outside the office, Terri devotes much of her free time to helping underserved children, and her community service has included the North Syracuse Board of Education, the Town of Cicero Youth Board and court-appointed advocacy work for children.
What to Know
- The firm opened in November 2018 and is based in Mattydale.
- Terri’s first big step in managing money was a promotion to head teller at age 19.
- She served on the North Syracuse Board of Education from 2018 to 2023.
- She has also served as treasurer and vice president of the Plank Road Chamber of Commerce.
- The firm is a member of the Cicero Plank Road Chamber of Commerce.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.
Want a fuller page for your business?
Premium listings include photos, a description, hours and a spotlight story.