210 Township Boulevard
Thank you for your votes!
It's an honor to be chosen as the Central New York Readers' Choice winners for both Best Accountant and Best Investment Firm. We love what we do and we'd love to help you!
2021 Guidelines, Protective Measures and our Firm
Following our commitment to safety, we are offering virtual appointments via Zoom or phone for the upcoming tax season.
We look forward to serving your tax and financial planning needs.
It Was the Best of Times, It Was the Worst of Times
Dreaming Up an Active Retirement
Our business is built on a foundation of client relationships.
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!
We are now scheduling VIRTUAL tax appointments for 2021.
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 Avantax Investment Services SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services SM, Insurance services offered through an Avantax affiliated insurance agency. The Terzolo Financial Group, Inc. is not a registered broker/dealer or registered investment advisory firm.
We warmly welcome Megan Harding to our team!
Megan is from Amityville, NY and moved to the Central New York region recently. She will be working with Shelly Terzolo as her financial services assistant.
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 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 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.
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.
Choosing a Retirement Plan that Fits Your Business
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.