Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
The Terzolo Financial Group, Inc.
Happy birthday America! 244 Years! Our offices will be closed Friday, July 3, 2020 for the Holiday and we'll be back happy to help our clients on Monday, July 6. Enjoy, stay safe - and wear your mask!!
Our offices are located in Township 5 in Camillus, NY.
We work with clients in Syracuse and the Upstate New York area as well as across the country.
Don't Buy The Hype
Once Upon a Goal
When Markets React
The Long Run: Women and Retirement
A New Way to Look at Your Bucket List
Our combined disciplines blend our tax and investment experiences and expertise to our client's advantage!
We had our offices professionally fumigated, cleaned and sanitized and our staff returned to the office in May. It's so good to be back together!
The office is now open to clients! Please call our office for your personal appointment. 315-484-1020.
We ask clients to please take the common sense precautions and wear a mask in our office and maintain social distancing protocols.
Our hope is for you - our clients - to be healthy and comfortable in returning to our new normal. Thank you for your patience and for trusting us to be your financial partners.
THE FEDERAL INCOME TAX FILING DEADLINE HAS BEEN EXTENDED TO JULY 15, 2020 WITHOUT INTEREST, EXTENSION OR PENALTY.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
Jane Bond: Decoding Diversification
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.