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Happy Summer!

Happy Summer!

We hope you have a fun filled and safe summer enjoying great journeys, great friends and family and great food!

We are here for you this summer.

Our hours this summer are: Monday - Thursday 8 - 5 and Fridays 8 - 1.  

315-484-1020

Our Website  -  Your Future

          Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

         We are unique in the combination of our tax and investment knowledge and experiences.  

         Browse through our website.  It is dynamically filled with educational videos, articles, slideshows, and calculators designed to help you learn more about your finances.

         As you search through our site, send me a note regarding any questions you may have about any particular investment concepts, services we offer, or products. We'll get back to you quickly with a thoughtful answer.

         We welcome new clients and treasure our existing clients.    

Shelly T. Terzolo

President

The Terzolo Financial Group, Inc.

                           Client Focused

                           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.

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!

Tax Preparation & Planning

We employ tax-smart strategies to help evaluate your unique situation.

Make your tax appointment for 2022!

Accounting Services for Small Businesses

We're committed to helping your small business at every step of the way.

Investment Planning and Management

Our team of Financial Advisors work to understand your needs and develop a plan for your future.

Life Insurance Planning

Life is unpredictable. We can help plan for the unexpected.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

OUR SERVICES REALLY ADD UP!  

Our services including Accounting, Tax, and Financial Services. 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.


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.

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!

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 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.

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 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. 

Have a Question? Simply fill in the form below and we'll be in touch.

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