Broker Check
 LinkedIn 

 

Our Services


Our firm is dedicated to the following

financial needs of our clients:


Financial Services + Tax + Accounting = We really add up!


  •     Income Tax Preparation   *   Individuals, Businesses, Trust and Estate, Not-for-Profits, Federal and all States' Tax Returns
  •    Monthly Accounting Reporting
  •               *Financial Statements, Account Reconciliations, Compilations & Reviews
  •   Income Tax Resolution Services
  •                    *  Letters from the IRS or NYS regarding tax penalties, levies, garnishments or more?  We can help.  We are local, professional, confidential and we get results.
  •   8 Wealth Management Areas
    • Create an Investment Plan to Achieve your Goals ======>  https://connect.emaplan.com/46c
  •                   *  Comprehensive financial review for you and your family in these areas:
  •                                         Retirement Planning♦+
  •                                         Family Risk Management (Insurance)♦
  •                                         Education Planning
  •                                         Investment Strategies♦+
  •                                         Business Investment Planning
  •                                         Legacy and Estate Planning
  •                                         Special Situation Planning 
  •                                         Cash Flow and Debt Management
  •    New Business Orientation                                   
    •    *  Starting a new business?  Our services can assist you in setting up your financial records, tax reporting, and more to get off on the right foot!  We welcome entrepreneurs!

♦ Shelly T. Terzolo and + Edward T. Terzolo Securities offered through Avantax Investment Servicesâ„   Shelly T. Terzolo offers Advisory Services offered through Avantax Advisory ServicesSM. The Terzolo Financial Group, Inc. is not a registered broker-dealer or registered investment advisory firm.

 
 

Have A Question?







Thank you! Oops!

Recommended Content

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

9 Facts About Social Security

There are things about Social Security that might surprise you.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.