240 Township Boulevard,
This great team provides client centered, caring, and professional services each and every day!
Join us at the center square (in front of the MovieTavern) of Township 5 for a tree lighting and more!
Friday, December 15 at 6:00 p.m.
And, there are great places to eat and for your holiday shopping, too!
Let us help you keep more of what you earn.
How The Terzolo Financial Group, Inc. Can Help:
1. Personalized Tax Planning: We understand that every individual and business is unique. Our experienced tax professionals will work closely with you to create a personalized tax plan tailored to your specific financial situation and goals.
2. Stay Compliant: Tax laws are constantly changing, and staying compliant can be a challenge. We stay up-to-date with the latest tax regulations to ensureyou're always in compliance and taking advantage of every available tax benefit.
3. Optimize Deductions and Credits: Our experts will identify deductions and credits you may be eligible for, helping you keep more money in your pocket.
4. Strategic Investments: We'll assist you in making strategic financial decisions that not only reduce your tax liability but also grow your wealth over time.
5. Peace of Mind: With The Terzolo Financial Group, Inc. handling your tax planning, you can focus on what matters most to you, knowing that yourfinancial future is in capable hands.
LIMITED APPOINTMENTS AVAILABLE - CALL TODAY 315-484-1020
The Other Sure Thing
Saving for College 101
Bull and Bear Go To Market
Preparation is the Key to Retirement
A Fruitful Retirement: Social Security Benefit
A Bucket Plan to Go with Your Bucket List
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.
Farpointe Wealth Partners recognized Shelly at their annual conference in October with the Harmonize Award. The Harmonize Award is based on Shelly achieving the 2nd highest new account applications for 2023.
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.
Farpointe Wealth Partners Harmonize Award 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.
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.