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 financial firms. “My dad always taught us, rule number 1 is always clients’ interest first and that’s what we take priority in” – Patrick Sgroi

To listen to the full interview:

You can catch our weekly Plan.Protect.Invest. segment live on WYRK 106.5FM at 7:10am every Wednesday. Each week we will have a Sgroi Financial planner on with Clay Moden and the WYRK morning show to discuss financial topics to educate and help their listeners.

• GET TO KNOW US •

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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