Top 5 Articles from 2023

Every week, we share a blog to educate and inform the community about financial planning and other relevant topics. As the year comes to a close, let’s take a moment to reflect on the most popular articles. Here are the top five most viewed. Thank you for reading and being a part of our blog community!

#5 – Spring Newsletter

Each quarter we provide a newsletter to our clients with news and insights on the financial world as well as updates from Sgroi Financial. This edition was our most popular!

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#4 – Debt Ceiling Webinar Recap

In this exclusive webinar presented by Sgroi Financial on May 23rd, Director of Research and Investment Development, Vincent Scarsella hosted JPMorgan’s Connor Fitzgerald to talk all things debt ceiling. In this recap, we will highlight the main talking points from the webinar to give you the high-level themes from the 35-minute discussion.

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#3 – Tax Season Tips

Wondering how to effectively use your tax return to your advantage? There are plenty of options, but here are some tips on how to financially keep yourself in check by using this extra money to the best of your budget.

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#2 – The Advantages of Hiring a Financial Advsior

Learning about your retirement and wealth-management options is an empowering step towards a positive financial future. A financial advisor is ready to offer personalized guidance, making the process smoother and addressing any questions or concerns along the way.

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#1 – Important Questions to Ask a Finanical Planner

Not surprising that the number 1 most viewed article is about important questions to ask an advisor as

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Sgroi Financial is a full service, independent financial planning firm proudly serving the Western New York area since 1971. We offer services that will help you achieve your financial goals including retirement planning, investment management, estate planning, college planning and insurance. We help individuals, families, retirees, working adults, young adults and businesses.