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Welcome to The Terzolo Financial Group, Inc.



FINANCIAL SERVICES + TAX + ACCOUNTING SERVICES = WE REALLY ADD UP!

Our combined disciplines blend our tax and investment experiences and expertise to our client's advantage!


Click here to create an investment plan to achieve your goal!


We take a unique approach to your financial planning.  We intertwine our accounting, tax, and investment knowledge to offer our clients the best personal approach to their financial plan. 

  • We apply our tax knowledge to the completion of tax returns;
  • We provide business clients with monthly accounting;
  • We assist business clients in opening their businesses;
  • We scrub through tax returns when investment planning to look for the areas needing tax-advantaged strategies;
  • We personally review each client situation to identify the needs and search for appropriate solutions.

The best work we do is collaborative. Our clients know they can call our offices at any time for personal attention to their situations. Our phones are answered by our friendly staff and will be directed appropriately for a response.

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 Avantax Investment Services℠ and Avantax Advisory Services℠ .

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 strive to be trusted in our work, and in our community, as we volunteer in many community programs.

You are encouraged to learn more about the services we provide, please feel free to call us at (315) 484-1020 for a complimentary consultation.

We look forward to speaking with you.


Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Click here for a financial planning tool with e-Money!

e-Money Advisor® is a leader in financial planning.  Click below to see how your retirement plan looks!  Call our office at 315-484-1020 for a comprehensive conversation.


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