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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It's important to understand the pros and cons when considering a prepaid debit card.
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Lifestyle considerations in creating your retirement portfolio.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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The average retirement lasts for 18 years. Are you prepared to fill that many days?
What is your plan for health care during retirement?