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.
How to Keep Your Personal Information Secure
How to Keep Your Personal Information Secure Sgroi Financial Identity theft affects millions of people each year, and it’s easy to let your guard down on and offline. As COVID-19 related scams are on the rise, it’s important to keep your personal information protected...
COVID-19 Scams & Fraud Alerts
COVID-19 Scams & Fraud Alerts Sgroi Financial Fraudulent schemes related to COVID-19 are rapidly evolving. Scammers are reaching out to individuals using telemarketing calls, text messages, emails, social media, and even door-to-do visit to commit COVID-19-related...
Navigating Your Required Minimum Distribution
Navigating Your Required Minimum Distribution Sgroi Financial As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.¹ Under the SECURE Act, once you...
Client Login