This year, Sgroi Financial is excited to announce the celebration of 50 years in business!

Our founder, Joseph Sgroi, started this business in 1971, and we are so grateful to see how the firm has grown tremendously over the past five decades. Since the beginning, Joe built the success of this business by providing honest financial advice with unparalleled integrity to each one of his clients. This message still resonates as our top priority for each of our clients.

As we embrace this year-long celebration, we also reflect on the memories we have created with our amazing staff. Sgroi Financial is thankful for the dedicated employees that have helped the firm reach this success, and we cannot wait to see what the future holds for us as the years progress!


January 19, 2021

Patrick Sgroi discusses the milestone of 50 years in business.

November 30, 2020

John Clouden discusses the factors of working with a financial advisor.
• Sgroi Financial “Financial Goals” •

October 2019

Reaching your goals in life take preparation, dedication and hard-work. Let Sgroi Financial provide the assistance to get you to where you want to be.
• H. Joseph Sgroi Tribute •

September 3, 2017

A video tribute to our founder, Joe Sgroi.
• Jeffrey M. Sgroi Tribute •

February 11, 2016

A video tribute to our family member & friend, Jeff Sgroi.


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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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