Summer understands that taking the first steps to plan for your financial future can seem difficult and overwhelming. Let her help you build a comprehensive plan that walks you through the steps of reaching your goals for future financial security.
Canisius College – Buffalo, NY
Currently holds the following licenses:
• Series 7
• Series 63
• Series 66
• Life, Accident, and Health Insurance
Has been with Sgroi Financial since 2009
Check out the background of our investment professionals on: BrokerCheck
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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