Dialog window

Schedule your first meeting right now:

If you don’t wish to schedule a meeting online, you can contact us directly via phone or fill out the contact form below. We look forward to working with you.

  • Follow
  • Follow
  • Follow
  • Follow

Client Login

  • About Us
    • Our Team
    • Our Values
    • Blog
    • Community
    • Our History
      • Videos
      • Articles
      • Memories
  • Products & Services
    • Plan
    • Protect
    • Invest
    • Business Solutions
    • Dave Ramsey
    • Resources
    • Events
    • Market Updates
  • Teacher Benefits
    • The Pencil Project
  • Contact Us
The Sgroi Financial Newsletter

The Sgroi Financial Newsletter

by Sgroi Financial | Jul 24, 2024 | Helpful Education, Sgroi Financial News

Sgroi Financial Newsletter Summer 2024 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, you’ll find timely articles covering various aspects of the...
Q2 2024 Market Moves

Q2 2024 Market Moves

by Sgroi Financial | Jul 23, 2024 | Investing and Financial Planning, Market Updates, Sgroi Financial News, Webinar

Sgroi Financial Presents Market Moves Welcome back to Market Moves with Vincent Scarsella, our Director of Research & Investment Development. In this episode, we’ll delve into the market’s performance during the second quarter of 2024 and uncover the...
Understanding Your 403(b)

Understanding Your 403(b)

by Sgroi Financial | Jul 15, 2024 | Helpful Education, Investing and Financial Planning

Understanding Your 403(b)   Planning for retirement is a crucial aspect of your financial well-being, and one option available to many nonprofit employees is the 403(b) retirement plan. While many people are familiar with 401k plans offered by private companies,...
Midyear Financial Check In

Midyear Financial Check In

by Sgroi Financial | Jun 26, 2024 | Helpful Education, Investing and Financial Planning, Retirement Planning

Mid-Year Financial Check In   With July officially behind us, it’s time to face the facts: we’re in the second half of 2024. While there’s still plenty of time to enjoy the rest of summer, we encourage you to take this time as an opportunity to review the...
Benefits of Working During Retirement

Benefits of Working During Retirement

by Sgroi Financial | Jun 15, 2024 | Helpful Education, Investing and Financial Planning

Benefits of Working During Retirement Sgroi Financial In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7...
Page 12 of 15« First«...1011121314...»Last »

Article Topics

  • Helpful Education
  • Insurance
  • Investing and Financial Planning
  • Market Updates
  • Retirement Planning
  • Sgroi Financial News
  • Team Members
  • Webinar

• Subscribe to our Quarterly Newsletter •

By signing up to go paperless, you will no longer receive your Sgroi Lawley quarterly newsletter via mail.

    • Questions? We’re here to help •

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

    Contact Us
    Schedule a Meeting
    Sgroi Financial, LLC
    965 Union Road, West Seneca, NY 14224

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

    About Us
    Products & Services
    Teacher Benefits
    Contact Us
    Check out the background of our investment professionals on: BrokerCheck

     

    Securities offered through LPL Financial., member FINRA/SIPC. Investment Advice offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC and Sgroi Lawley Group LLC, are separate entities from LPL Financial. 

    Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

    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.