Tax Return Tired of paying high accounting fees?

For a limited time Terrio Tax Advisory Group is offering you a chance to change that. As a new customer you can bring in your receipt from last year’s accounting fees and save 25% off that price. Plus you’ll receive a suite of customized tax saving reports worth over $700.

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Mike Terrio Local and National Financial Expert

He has been quoted on Fox Business, the Wall Street Journal, Daily Finance, CNBC, several local stations and is now hosting the Absolute Money Management radio and TV shows.

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Danny Howes CHIEF OPERATING OFFICER

He holds series 65 license as well as a Florida health life and variable annuity license. Danny is also an Enrolled Agent able to practice before the IRS.

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Community We believe in giving back

At The Terrio Group we believe it is important to support our community. We do so through several local non-profits including The Boys and Girls Clubs and Martin Health Foundation.

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Welcome to The Terrio Group!

The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie, Stuart and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, the Terrio Group has a fiduciary duty to act in the best interests of their clients at all times.

Six Elements of FINANCIAL CONTROL

Six-Elements

WHO WE ARE

The Terrio Group - Retirement and Financial Planning
The Terrio Group is a team of highly skilled professionals that work for YOU! The team includes Financial Advisors, Retirement Planners, Insurance and Tax professionals. Our team works as one to cover all aspects of your financial portfolio to maximize profitability and minimize tax consequences. The Terrio Group has a fiduciary duty to act in the best interests of their clients at all times.



The State of The American Dream

Is it dying or simply changing?
When you look at the American Dream most people focus on owning a home. 43% of 18-34 year old adults do not believe owning a home is the path to financial freedom. They feel that financial security and being debt free is the way to get there. The downturn in the market and the housing crisis has caused this.


How to avoid black friday blunders

It’s the busiest shopping day of the year, but not every Black Friday deal is a good one. Financial professional Michael Terrio talked with Fox 29/WFLX about easy ways to save by avoiding 4 Black Friday blunders:

  1. Buying to Save
  2. Signing up for Store Credit
  3. Gifting to Yourself
  4. Keeping Mental Tabs