Meet Our Staff
This great team provides client centered, caring, and professional services each and every day!
HOLIDAY SPIRIT FAMILY FUN
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!
SMART TAX PLANNING FOR YOUR FINANCIAL FUTURE
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 ensure
you'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 your
financial future is in capable hands.
LIMITED APPOINTMENTS AVAILABLE - CALL TODAY 315-484-1020
Congratulations Shelly Terzolo!
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.
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 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.
Count on us to partner with you in our fast paced world where the guidelines are ever changing.
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!
Client Focused
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.
Retirement Realities
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.