Sgroi Financial Newsletter
Each quarter we provide a newsletter to our clients with articles 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 information for teachers about 403(b)s and Medicare annual enrollment period.
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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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We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA