Invest

There are many different options that Sgroi Financial can provide during different stages of your life. Here are some invest options we offer:
Mutual Funds
Sgroi Wealth Advisory Group Accounts
Common Stocks
Bonds
Certificates of Deposit (CDs)
Fixed Annuity
Variable Annuity
College Planning
Traditional IRAs
ROTH IRAs
401(k)
403(b)
SEP IRA
Simple IRA
Defined Benefit Plan
Trust/Estate Planning
Tax Planning
Wealth Transfer/Beneficiary Planning
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.