- As a financial advisor, Shelly provides our clients with an in-depth, personalized insight to their financial lives and goals. She is attentive to the clients, and finds it very important to understand the client and their lives to apply her knowledge of the financial services spectrum to these needs and desires.
- Shelly is a Certified Senior Advisor (R) with advanced knowledge in the issues seniors are addressing in their retirement and advancing years.
- For a complimentary financial analysis call Shelly Terzolo at 315-484-1020. Click here For your E-Money insight.
*Securities offered through Avantax Investment ServicesSM, Member FINRA (www.finra.org),SIPC (www.sipc.org). Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance Services offered through Avantax Insurance AgencySM The Terzolo Financial Group, Inc. is not a registered broker/dealer or registered investment advisory firm.
Please Note: Avantax policy requires that all investment-related correspondence be sent or copied to my Avantax email address TerzoloS@MyAvantax.com for archiving and supervisory review.