Broker Check

3208 West Genesee Street
Syracuse, NY 13219

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The Terzolo Financial Group, Inc.

(315) 484-1020

 
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Welcome to The Terzolo Financial Group, Inc.

We are a family of financial professionals to assist you, your family and your business.

We are a comprehensive tax, financial services and accounting firm serving individuals and businesses in Central New York for over 15 years. Our work is collaborative, integrating financial solutions to best fit your needs in a tax efficient manner. We welcome you to contact The Terzolo Financial Group, Inc. for your personal appointment.  

Our services include income tax preparation, monthly accounting reporting and analysis, state-of-the art payroll processing, business valuation reviews, income tax resolution services for state and federal tax issues, independent investment, life insurance, key-man insurance, long-term care solutions and Investment and financial planning services are offered by Edward T. Terzolo, Shelly T. Terzolo and Andrew F. Terzolo through affiliation with HD Vest .

We are professional and relational - because we care, we hear what our clients need and proactively provide collaborative advice and solutions to fit their needs. We work to be trusted in our work and in our community as we volunteer in many community outreach programs.

We welcome new clients - and value current clients.

You are encouraged to explore our company and learn more about the services we provide. Should you have more questions, or would like additional information on our firm, please feel free to call us at (315) 484-1020 for a complimentary consultation.

We look forward speaking with you.

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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