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.
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This questionnaire will help determine your tolerance for investment risk.
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There are some smart strategies that may help you pursue your investment objectives
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