Sgroi Blog
Browse our selection of news, articles and financial happenings curated by our world-class group of experts. Topics range from insurance, retirement planning, investing and college planning.
Different Options for How to Use Your Tax Refund
Instead of spending your refund on non-essential
items, put it to work to better your financial situation.
Financial Planning with Sgroi Financial
Second generation family owned firm providing financial
guidance to residence of Western New York since 1971.
The Sgroi Financial Newsletter
Winter 2018
Vol. 8 Number 4
What to do with your 401(k) after leaving your job
Should you do a 401(k) rollover or not? Know
all your available options before you decide.
2018 4th Quarter Market Recap
Our insight on the 4th quarter & what
to expect in the beginning of 2019.
Results from our 2018 Teacher Promotion
We followed up with the winners from our 2018 Classroom
Giveaway Promotion to see how the teachers benefited.
Top 5 Most Viewed Articles from 2018
From checklists to costs to tributes, let’s take a look
at the most viewed topics from our blog during 2018.
How to Improve your Finances in 2019
Taking the right steps to improving your financial
path will help you reach your goals in 2019!
What does it cost to have a financial planner?
It’s the ‘elephant in the room’ question that holds
people back from meeting with a financial planner.
Creating a System of Savings that Works
The time it takes to build your budget can be
the first step to your successful financial plan.
Check out the background of our investment professionals on: BrokerCheck
Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
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