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3208 West Genesee Street
Syracuse, NY 13219

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The Terzolo Financial Group, Inc.

(315) 484-1020

 

Welcome to The Terzolo Financial Group, Inc.

Our firm has moved to better serve our clients.  We are now located at Township 5 at 210 Township Blvd. Suite 20, Camillus, NY.  We look forward to seeing you soon!   Click here for our tax appointment calendar. 

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 23 years.

The best work we do is collaborative.  Listening to the needs and desires of our clients, we combine our tax expertise and our knowledge of the vast investment and insurance choices, to produce personalized suggestions custom made for each situation.

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 strive to be trusted in our work, and in our community, as we volunteer in many community programs.

We welcome new clients - and value our current clients.

You are encouraged to 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 to speaking with you.


Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Click here for a financial planning tool with e-Money!

E-Money is a leader in financial planning.  Click below to see how your retirement plan looks!  Call our office at 315-484-1020 for a comprehensive conversation.


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