Sgroi Financial Newsletter

Spring 2022

Each quarter we provide a newsletter to our clients with news and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to the quarter, such as a discussion on college planning, importance of having a power of attorney, information on tax season and a first quarter market review.

Sgroi Newsletter Spring 2022

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Neither Cadaret Grant & Co, Inc. nor its registered representatives or employees, provide tax or legal services. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Investing is subject to risks including loss of principal invested.

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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.

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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.