Our Mission - To help clients. We help clients with their financial questions and concerns.
We have a dedicated team of professionals at The Terzolo Financial Group, Inc. who embrace the Mission of our firm. Since 1996, we have been taking care of our clients, answering questions, listening to concerns, helping.
- We apply our tax knowledge to the completion of tax returns - we complete Federal, all State, Trust and business tax returns;
- We provide business clients with monthly accounting, quarterly returns, business planning;
- We assist business clients in opening their businesses;
- Tax planning is an important conversation we offer our clients annually to review the situation and make suggestions for tax smart moves;
- Financial planning is a pinnacle offering at our firm, our team provides investment management, goal planning, life and long-term care insurance by listening to the worries, dream and concerns of our clients. Each investment plan is individual to our client as we listen, we research, we respond.
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 timely response.
Saving for College
We know it's difficult to talk about your financial life. We are here to listen to your concerns, your goals and help.
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.
Thank you for your vote! We were voted the Best Accountant and Best Investment Firm in 2020!
Advance Media of New York - or the Syracuse Newspapers Readers' Choice awards winners were announced and we were voted the Best Accountant and the Best Investment Firm in the area for 2020. We are very humbled by these honors and grateful for your votes.
Our entire staff has a unique dedication of helping our clients. We strive to be timely, accurate, and attentive to the financial needs, situations, and concerns of our clients.
Many thanks to those who voted for us and we look forward to helping you in 2021 and beyond!
We are now scheduling VIRTUAL tax appointments for 2021.
Any organization may be nominated and the organization with the most votes is selected to be a finalist. A winner is chosen by the readers online votes. Qualification for the contest was not determined by quantitative measures, client returns, or performance nor were votes qualified by investment choices or products used. Clients of the firm were not interviewed or polled. This award is not a prediction of future results, promise of return, or projected outcomes. Shelly T. Terzolo* and Edward T. Terzolo* The Terzolo Financial Group, Inc. *Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services SM, Insurance services offered through an Avantax affiliated insurance agency. The Terzolo Financial Group, Inc. is not a registered broker/dealer or registered investment advisory firm.