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Client Centered

Client Centered

Our business is built on a foundation of client relationships.

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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!

The Terzolo Financial Group, Inc.

We Really Add Up.

What does this mean for you?

We have 4 branches in our business

* tax preparation and planning;

*accounting services for small businesses;

* investment planning and management; and

*life insurance planning. 

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 provide peace of mind 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.



We're Nominated for a Readers' Choice Award!

We're Nominated for a Readers' Choice Award!

The Terzolo Financial Group, Inc. has been nominated in the 2020 CNY Readers' Choice Awards in two categories: Top Accounting Firm and Best Investment Firm.

Please take a moment to vote for us below!

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

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'd love to help you! Contact us for your personal meeting. 315-484-1020
<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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We know it's difficult to talk about your financial life.&#160; 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 free to call us at (315) 484-1020 for a complimentary consultation.

We look forward to speaking with you.

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