Sgroi Financial Newsletter

Fall 2021

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 discussion on budgeting, market update, as well as our President, Patrick Sgroi’s, reflection letter on his 30 years of service!

Newsletter Fall 2021

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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.