Sgroi Financial Newsletter

Summer 2023

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 this quarter, such as a market review, our partners letter, understanding the basics of estate planning, welcoming Bonnie Gardner to the team, and highlight our Best of 716 and Pencil Project Promotions!

Newsletter Spring 2023