Our esteemed founder, Joseph Sgroi, opened the doors to Sgroi Financial in 1971. His guiding principle has always been “doing what is best for the client”. In a financial climate that can create acquisitive Financial Planners, Joe knew he had to stand apart by always putting clients’ needs at the forefront of their investment strategy. He instituted the financial planning philosophy that planners will invest their time with full confidence that once prospective clients observe the company’s process and intentions, they will not want to do business with any other firm. The entire staff of Sgroi Financial emulates Joe’s guiding principle in all they do. Sgroi Financial has implemented a sophisticated financial planning system that comprehensively puts all of the clients’ assets in correct liquidity sequence so that they can make the most professional financial planning decisions.
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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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