Investing & Financial Planning
A review of the current stock market
& investing during this pandemic
Insight on basic steps to kickstart
your savings and investment plans
An overview regarding the
Notice 2020-51 waiver enacted by the IRS
Understanding the usefulness of diversifying
to help reduce risk associated with your portfolio.
Insight on navigating volatile markets while also keeping
your portfolio diversified to remain focused on long-term goals.
Although market volatility has fluctuated greatly
during COVID-19, we recommend staying course with your financial investments.
Second generation family owned firm providing financial
guidance to residence of Western New York since 1971.
It’s the ‘elephant in the room’ question that holds
people back from meeting with a financial planner.
Don’t lose sleep by investing in risk
outside of your comfort level.
When volatility strikes, are you prepared
to handle the turbulence?
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.
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.