Sgroi Financial Newsletter

Fall 2018

Each quarter we provide a newsletter to our clients with articles and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to this quarter; such as information for teachers about 403(b)s and Medicare annual enrollment period.

Fall 2018 Newsletter

Sgroi Financial, LLC   BBB Business Review 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