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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Income Taxes Work
A quick look at how federal income taxes work.
Military families face unique challenges, making personal finance even more critical.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.