In 1996, with experience as a Chief Financial Officer for corporations - Edward T. Terzolo began The Terzolo Financial Group with the desire to be the controller for small businesses in the Central New York region.
The business grew to respond to the needs of our clients to include tax preparation services to both individuals and businesses and our business increased from a one-person office in our home to a commercial location and employees.
Shelly T. Terzolo joined the firm in 2003 dedicated only to the investment and insurance needs of our clients.
Most of our client relationships begin with tax preparation and continue to our comprehensive services include income tax resolution, business valuations, financial services and insurance planning.
We are entrepreneurial - we understand what it takes to be a successful business owner - and guide many new businesses in the steps to take when beginning their business. We also analyze business financials to assist business owners in their financial steps in growth, expansion, and tax-efficiency.
Our financial and insurance services include a review of the 8 Wealth Management Issues(R) to comprehensively review the needs of our clients in their financial concerns.
We develop close working relationships with our clients - providing to them a comfortable setting of confidentiality, professionalism, and understanding.
We are a family-owned business. Ed and Shelly are parents to 4 sons, proud grandparents, and involved in the community. Their goal is to help you with your financial concerns - understanding what it takes to raise a family and always respectful of your time.
We are continually attending educational seminars and workshops to develop our skills in providing solutions to our clients.
How can we help you? For more information call 315-484-1020 or [email protected]