Thank you for choosing to work with us!
Our business is built on a foundation of thoughtful client relationships. We are here for you throughout the year - call on us for financial and tax advice when experiencing life events like job changes, new children, marriages, retiring, etc. 315-484-1020 - for personal attention for every client.
FLASHTERMLIFE INSURANCE MADE EASY
Our partner in Life Insurance, Ash Brokerage, has designed with Legal & General America Life Insurance, a FlashTerm insurance process.
FlashTerm is a collaboration between Ash and Legal & General for a seamless, swift, exam-free term life insurance option.
1. With the streamlined application process, qualified applicants can expect an approval decision in 1 to 3 days.
2. The experience should be seamless and hassle-free with minimal interactions with me or the insurance carrier.
3. No medical exam needed, no lab work, too!
4. Affordable premiums now, option to convert to permanent insurance later - without additional underwriting!
Qualified applicants - ages 20 - 50, death benefit (depending on age) - $100k - $1.5 million - terms - 10 - 40 years (in 5 year increments). Coverage through WilliamPenn Life Insurance of New York.
This is an opportunity to easily:
Get life insurance coverage;
Supplement your current coverage; or
Add this convertible coverage to your portfolio!
Interested - please give me a call at 315-484-1020 - let's start the FlashTerm process!
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
Meet Our Staff
This great team provides client centered, caring, and professional services each and every day!
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.
2022 CNY Readers Choice award is a Syracuse.com and The Post Standard contest in which readers vote on Central New York businesses. No fee associated to participate in the contest. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
What's New for Social Security?
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.