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5 Reasons to Work With a Financial Advisor Today!


Sgroi Financial

Getting your finances in order should be an important part of this year. Working with a financial advisor can help you through this process. Here are some reasons why you should make working with a financial advisor apart of your plan for 2023.


1. Creating a Plan Early

It’s never too early to start thinking about your financial future. In fact, starting early will put future you in a better position financially. The more you have invested earlier may give you higher returns on your investments, options to make aggressive investment choices and the opportunity to retire early! Taking advantage of this sooner than later can play a vital role in your financial future.


2. Significant Life Events

Are you getting married or starting a family? These are major life milestones and its important to understand how to navigate your finances during these times. A financial advisor can help walk you through the process of combining finances and protecting your new goals with proper life insurance coverage.


3. Career Change

If you have gone through a recent career change, a financial advisor can help you review your retirement plan options, evaluate your current investment strategy, and review your new company’s benefits package.


4. Overall Retirement Plan

Working with a financial advisor can help provide guidance in all aspects of retirement planning such as investment management, tax planning, estate planning and long-term care planning. A financial advisor provides the convenience of working on all the details of retirement planning while you can focus on saving for and enjoying your retirement.


5. We Can Help!

Sgroi Financial has been helping Western New Yorkers achieve financial freedom for over 50 years! We have a team of dedicated financial advisors ready to provide guidance with your finances. Together our research team will create a customized plan based on your current situation to help you reach your goals. Take control of your finances this year with Sgroi Financial!


Sgroi Financial is a full service, independent financial planning firm proudly serving the Western New York area since 1971. We offer services that will help you achieve your financial goals including retirement planning, investment management, estate planning, college planning and insurance. We help individuals, families, retirees, working adults, young adults and business owners.

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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. The information being presented herein does not consider your particular investment objectives or financial situation and does not make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. This material is not intended to replace the advice of a qualified tax adviser or legal counsel. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness.

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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.