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.
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Healthy habits are one of the greatest gifts to give your child.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Five phases to changing unhealthy behaviors.
Here’s a guide to explain all the parts of Medicare.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are five facts about Social Security that are important to keep in mind.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?
Here is a quick history of the Federal Reserve and an overview of what it does.