Broker Check

3208 West Genesee Street
Syracuse, NY 13219

 LinkedIn 

The Terzolo Financial Group, Inc.

(315) 484-1020

 

Our Services

Our Services



Our services include:

 *       Income Tax Preparation   *   Individuals, Businesses, Trust and Estate, Not-for-Profits, Federal and all States' Tax Returns

 *      Monthly Accounting Reporting

              *Financial Statements, Account Reconciliations, Compilations & Reviews

 *      Income Tax Resolution Services

                   *  Letters from the IRS or NYS regarding tax penalties, levies, garnishments or more?  We can help.  We are local, professional, confidential and we get results.

 *     8 Wealth Management Issues

                  *  Comprehensive financial review for you and your family in these areas:

                                        Retirement Planning♦+

                                        Family Risk Management (Insurance)♦

                                        Education Planning

                                        Investment Strategies♦+

                                        Business Investment Planning

                                        Legacy and Estate Planning

                                        Special Situation Planning 

                                        Cash Flow and Debt Management

*         New Business Orientation                                    

                 *  Starting a new business?  Our services can assist you in setting up your financial records, tax reporting, and more to get off on the right foot!  We welcome entrepreneurs!

 

♦ Shelly T. Terzolo and + Edward T. Terzolo Securities offered through H.D. Vest Investment Services SM  Shelly T. Terzolo and Edward T. Terzolo offer Advisory Services offered through H.D. Vest Advisory Services SM.  The Terzolo Financial Group, Inc. is not a registered broker-dealer or independent advisory firm.

 
 

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