Broker Check

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!

WE'RE BACK!

We had our offices professionally fumigated, cleaned and sanitized and our staff returned to the office in May.  It's so good to be back together!

The office is now open to clients!  Please call our office for your personal appointment.  315-484-1020.

We ask clients to please take the common sense precautions and wear a mask in our office and maintain social distancing protocols.

Our hope is for you - our clients - to be healthy and comfortable in returning to our new normal.  Thank you for your patience and for trusting us to be your financial partners.

THE FEDERAL INCOME TAX FILING DEADLINE HAS BEEN EXTENDED TO JULY 15, 2020 WITHOUT INTEREST, EXTENSION OR PENALTY.  



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
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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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