Client Focused
Our business is built on a foundation of thoughtful client relationships.
We are honored to be selected as the Readers' Choice for Accounting Firm, Investment Firm and Financial Planning Firm for the 2nd year in a row. We love what we do and look forward to helping our clients.
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.
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WHAT DOES IT MEAN TO BE 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.
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.
Thank you for your vote! We were voted the 2021 Readers' Choice winners for all 3 of the nominated categories! Best Accountant, Investment Firm, and Financial Planner.Thank you!
Advance Media of New York - or the Syracuse Newspapers Readers' Choice awards winners were announced and we were voted the Best Accountant, Best Investment Firm, and Best Financial Planner in the area for 2021.
We are very humbled by these honors and grateful for your votes.
Our entire staff has a unique desire to be dedicated to 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 2022 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.
We know it can be difficult to talk about your financial life. We are here. We love what we do and make it our mission to listen to your concerns, your goals and help you reach 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.