When to meet with a Financial Planner

When to meet with a Financial Planner

When to meet with a Financial Planner Patrick Sgroi President Most will tell you the best time to meet with a Financial Planner would be when an important life event takes place. Yes this is a good time to talk to a planner; however at Sgroi Financial we advise that...
Retirement Planning

Retirement Planning

Comfortable Retirement Patrick Sgroi President This week’s Professional Minute featured President Patrick Sgroi talking about how to plan for a comfortable retirement. It shouldn’t be a ‘one size fits all process’ as each individual has...
IRA contribution ’17

IRA contribution ’17

IRA Contribution Deadline Patrick Sgroi President President Patrick Sgroi joined Clay Moden on WYRK 106.5FM to discuss the upcoming deadline to contribute to your Individual Retirement Accounts (IRA) for 2017. Yes even though it is 2018, you can still add funds to...
Why Sgroi Financial

Why Sgroi Financial

Why Sgroi Financial Patrick Sgroi President President Patrick Sgroi joined Clay Moden to kick-off our weekly interview series called “Plan.Protect.Invest”. Pat talked about the history of Sgroi Financial as well as how we differentiate ourselves from other...