Broker Check

240 Township Boulevard Suite 70 Camillus, NY 13031

(315) 484-1020
shelly.terzolo@ceterafs.com
Schedule a Meeting
Ripples of Federal Tightening Being Felt 

Ripples of Federal Tightening Being Felt 

Last week two banks faltered.  Read below to see how this effects you! 

Our New Address

Our New Address

We are in our new office!  

240 Township Blvd., Suite 70, Camillus, NY  13031

We look forward to working with you in our new digs.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
Learn More

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
Learn More

Our Website  -  Your Future

          Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

         We are unique in the combination of our tax and investment knowledge and experiences.  

         Browse through our website.  It is dynamically filled with educational videos, articles, slideshows, and calculators designed to help you learn more about your finances.

         As you search through our site, send me a note regarding any questions you may have about any particular investment concepts, services we offer, or products. We'll get back to you quickly with a thoughtful answer.

         We welcome new clients and treasure our existing clients.    

Shelly T. Terzolo

President

The Terzolo Financial Group, Inc.

Count on us to partner with you in our fast paced world where the guidelines are ever changing.

Count on us to partner with you in our fast paced world where the guidelines are ever changing.

Our business is built on a foundation of thoughtful client relationships.  We get to know our clients and they know they can count on us for attentive, reliable, dedicated service.  We value our current clients and welcome new!

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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!

                           Client Focused

                           Client Focused

Our business is built on a foundation of thoughtful client relationships.  

We are honored to be selected as the CNY Readers' Choice for Accounting Firm and Financial Planning Firm for the 3rd year in a row.  We love what we do and look forward to helping our clients.  This year we were voted 2nd in the area - which only means we will work harder to serve our clients and community.

We are often asked what makes us different?  Our entire firm has a philosophy of helping clients.  We know our clients.  We care about their situations.  We listen.  Give us a call - be important to your professional financial team. 

If you would like to meet with us - feel welcome to contact us at 315-484-1020.

Tax Preparation & Planning

We employ tax-smart strategies to help evaluate your unique situation.

Make your tax appointment for 2022!

Accounting Services for Small Businesses

We're committed to helping your small business at every step of the way.

Investment Planning and Management

Our team of Financial Advisors work to understand your needs and develop a plan for your future.

Life Insurance Planning

Life is unpredictable. We can help plan for the unexpected.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

OUR SERVICES REALLY ADD UP!  

Our services including Accounting, Tax, and Financial Services. All of these branches are intertwined and, when used together, our clients see how these services really add up.  

Clients tell us they save time and energy and the coordinated connections knowing we are all on the same page with advice, suggestions, and strategies.

We also connect clients to a trusted Estate Planning attorney, mortgage brokers, Medicare professionals, and more.  We are interested in helping our clients find the professionals needed for the various elements of their lives.

We invite you to call our office at (315) 484-1020 to set up your personal appointment.


Our Mission - To help clients. We help clients with their financial questions and concerns.

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.

We know it can be difficult to talk about your financial life.  We love what we do and make it our mission to listen to your concerns, your goals, and use the tools we have to help you pursue your goals.

We know it can be difficult to talk about your financial life.  We love what we do and make it our mission to listen to your concerns, your goals, and use the tools we have to help you pursue your goals.

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

We look forward to speaking with you. 

Have a Question? Simply fill in the form below and we'll be in touch.

Thank you!
Oops!