Tarella Financial Group

  • Insurance
  • Business Succession/Exit Planning
110 Henry St
Saratoga Springs, NY 12866
(518) 583-4800
(518) 583-4805 (fax)

About Us

Tarella Financial Group (TFG) is a financial services firm primarily focused on Business Owners and High Income Families. We assist our clients in working towards their financial goals they desire read more
  • About

    Tarella Financial Group (TFG) is a financial services firm primarily focused on Business Owners and High Income Families. We assist our clients in working towards their financial goals they desire through our objective driven process. Our interest is helping clients achieve the following:

    Business Succession and Exit Planning
    Financial* and Retirement Planning
    Asset Management*
    Business Sale
    Key Employee Planning
    Life Insurance Planning

    *David Tarella and Michael Testa, Financial advisors offering advisory services through Eagle Strategies LLC and Registered Representatives for NYLIFE Securities LLC (Member FINRA/SIPC), a licensed Insurance Agency.
    Tarella Financial Group is not owned or operated by Eagle Strategies LLC, or its affiliates NYLIFE Securities.

  • Media