Three Decades of Independent, Fiduciary Guidance
What started as a one-person accounting practice at a dining room table has grown into a comprehensive financial planning firm serving hundreds of families and businesses across Central New York.
Key Milestones
The Beginning
Ed Terzolo starts a small accounting firm from his dining room table, providing tax preparation and accounting services to local families and businesses.
Shelly Joins the Firm
Shelly Terzolo joins the practice, bringing wealth management expertise. Together, Ed and Shelly develop a fully integrated tax and financial planning practice.
Growing the Team
The firm begins expanding its team, adding dedicated accounting and client service professionals to meet growing demand.
ATS Method Developed
The firm develops its Advanced Time Segmentation approach to retirement income, providing clients with a structured, confidence-building framework for retirement.
$25M Milestone
Assets under management surpass $25 million as the firm's reputation for fiduciary, client-centered planning grows across Central New York.
Readers' Choice Awards
Syracuse readers vote TFG Best Accountant, Best Investment Firm, and Best Financial Planner — recognition of the trust the community places in the firm.
Circle of Excellence
Shelly receives the Circle of Excellence award from Cetera Financial Group and the Harmonize Award from Farpointe Wealth Partners.
30 Years Strong
Three decades of independent, fiduciary financial guidance. Over $50 million in assets under management. Hundreds of families and businesses served. The mission hasn't changed.
Here's to the next 30
Thank you to every client, team member, and community partner who has been part of this journey. We're just getting started.
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