Second generation family owned firm providing financial
guidance to residence of Western New York since 1971.
Vol. 8 Number 4
No matter how much you own, be in
control of where it goes when you die.
Don’t lose sleep by investing in risk
outside of your comfort level.
Vol. 8 Number 3
Why waiting to find the perfect time
to invest might leave you missing out.
Retirement for tax-exempt employers such as
schools, nonprofit & religious organizations.
Vol. 8 Number 2
The Sgroi Financial Newsletter
Vol. 8 Number 1
Plan.Protect.Invest. Episode #4
Clay Moden with SVP John Clouden
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.
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