Congratulations Shelly Terzolo!
Shelly has earned Circle of Excellence status by our brokerage firm Cetera Financial Group. She is being recognized for her trustworthy guidance, running our practice with integrity and pursuing excellence in all that she does.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Shelly Terzolo by any client.
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 invited 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.
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!
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.
Put It in a Letter
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.