Investing & Financial Planning
Understanding the usefulness of diversifying
to help reduce risk associated with your portfolio.
Insight on navigating volatile markets while also keeping
your portfolio diversified to remain focused on long-term goals.
Although market volatility has fluctuated greatly
during COVID-19, we recommend staying course with your financial investments.
Second generation family owned firm providing financial
guidance to residence of Western New York since 1971.
It’s the ‘elephant in the room’ question that holds
people back from meeting with a financial planner.
Don’t lose sleep by investing in risk
outside of your comfort level.
When volatility strikes, are you prepared
to handle the turbulence?
Before investing in the stock market you should
design your personal investment strategy.
Why waiting to find the perfect time
to invest might leave you missing out.
Because lives are rarely static it benefits both
a financial planner & client to meet regularly.
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.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA