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Risk Analysis Tool

Try Our Free Risk Analysis Tool

  • Base the scenario on a $100,000 investment
  • Answer questions based on your current investment perspective
  • This newly acquired technology will allow us to determine your ‘risk score’, therefore giving your financial planner more valuable information to analyze while discussing your current and future investments
  • This exercise is for educational purposes only

Continue With Analysis

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    Whether it’s your first time meeting with us or your 50th, we have the answers you need to reach your financial goals.

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    Sgroi Financial, LLC
    965 Union Road, West Seneca, NY 14224

    Phone: 716-674-6700     Fax: 716-674-6822

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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 Lawley Group LLC, and Cadaret, Grant & Co., Inc. are separate entities.

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