210 Township Boulevard
We'd be honored!
We'd be honored with your vote in the 2021 Readers' Choice presented by The Syracuse Post Standard. Click here to vote!
Inflation and Your Portfolio
When Special Care Is Needed: The Special Needs Trust
Retirement and Quality of Life
When Do You Need a Will?
Our combined disciplines blend our tax and investment experiences and expertise to our client's advantage!
We employ tax-smart strategies to help evaluate your unique situation.
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.
From the moment you hire our firm — whether for a simple tax return, a complex financial plan, or the launch of your new business — our focus is on helping you achieve your financial goals. Building relationships is the cornerstone of what we do and each TFG team member is dedicated to providing you with the professional care and integrity that you deserve.
Our clients know they can call our offices any time for personal attention from a friendly staff member eager to assist with all your financial needs. Contact us to set up an appointment or find out more about our 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.
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 my foundation of success.
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 Business Structure
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.
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 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.