240 Township Boulevard
Shelly has earned Circle of Excellence status by our brokerage firm Cetera Financial Group. She is being recognized for her trustworthy guidance, running our practice with integrity and pursuing excellence in all that she does.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Shelly Terzolo by any client.
You are invited 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.
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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.
Accounting + Tax + Investment Services = we really add up!
Shelly T. Terzolo
The Terzolo Financial Group, Inc.
Our business is built on a foundation of thoughtful client relationships. We get to know our clients and they know they can count on us for attentive, reliable, dedicated service. We value our current clients and welcome new!
Our combined disciplines blend our tax and investment experiences and expertise to our client's advantage!
Our business is built on a foundation of thoughtful client relationships.
We are honored to be selected as the CNY Readers' Choice for Accounting Firm and Financial Planning Firm for the 3rd year in a row. We love what we do and look forward to helping our clients. This year we were voted 2nd in the area - which only means we will work harder to serve our clients and community.
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.
We employ tax-smart strategies to help evaluate your unique situation.
Make your tax appointment for 2022!
We're committed to helping your small business at every step of the way.
Our team of Financial Advisors work to understand your needs and develop a plan for your future.
Life is unpredictable. We can help plan for the unexpected.
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 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.