Broker Check

Shelly Terzolo

(315) 484-1020


The Terzolo Financial Group, Inc.

(315) 484-1020

Welcome - The Terzolo Financial Group, Inc. is dedicated to providing personalized service to the questions and concerns our clients have regarding investments, insurance, their taxes or their business.  We work collaboratively with our clients, our team, and a team of outside professionals to provide comprehensive planning and solutions.

Whether you have significant assets to manage,  are just starting to accumulate wealth, have inherited assets or are managing your family finances and have questions, we have the tools and background to provide the services to fit your needs.

Our firm philosophy is to provide you with respect and guidance to understand and better define your financial goals with expertise in the tax laws and how they play a part in your plan.

For more information about my firm and our services, please call.  There's no obligation - our number 315-484-1020.

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