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                                                Do you have a favorite Christmas show or movie?                                                           Our favorite is "It's a Wonderful Life"

                                                                                                                       

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!

Tax Preparation & Planning

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

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.

Client Centered

Client Centered

From the moment you hire our firm — whether for a simple tax return, a complex financial plan, or the launch of your new business — our focus is on helping you achieve your financial goals. Building relationships is the cornerstone of what we do and each TFG team member is dedicated to providing you with the professional care and integrity that you deserve.

Our clients know they can call our offices any time for personal attention from a friendly staff member eager to assist with all your financial needs. Contact us to set up an appointment or find out more about our services.

Learn more

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 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 my foundation of success.

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.

To schedule a meeting call us today at 315-484-1020
We know it's difficult to talk about your financial life.  We are here to listen to your concerns, your goals and help.

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 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!
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Thank you for your vote!  We were voted the Best Accountant and Best Investment Firm in 2020! Thank you for nominating us in 2021.....the results will be announced soon!

Thank you for your vote!  We were voted the Best Accountant and Best Investment Firm in 2020! Thank you for nominating us in 2021.....the results will be announced soon!

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!



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 Cetera Financial Specialists, Member FINRA, SIPC. Investment advisory services offered through Cetera Financial Specialists, Insurance services offered through Cetera Financial Specialists. The Terzolo Financial Group, Inc. is not a registered broker/dealer or registered investment advisory firm.