Broker Check

3208 West Genesee Street
Syracuse, NY 13219

 LinkedIn 

The Terzolo Financial Group, Inc.

(315) 484-1020

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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 21 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, 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 and Shelly T. 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 our 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

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Ready for Retirement?

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

Forecast

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow