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Financial Planning with Sgroi Financial John Clouden Sr. Vice President 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...
Sgroi Financial Newsletter Winter 2018 Each quarter we provide a newsletter to our clients with articles and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to this quarter; such as financial...
What to do with your 401(k) after leaving your job Patrick Sgroi President In the past, it was not uncommon to see people spend their entire career with one employer. In the present day this is much more of the exception than the rule. In fact, according to the Bureau...
4th Quarter Market Recap Summer McKellar Senior Research Analyst Registered Representative Year End Market Update (12/31/2018) Ending with a bang A quarter to remember: midterm elections, trade wars, continued dollar strengthening, yield curve “inversion”, government...
Results from our 2018 Teacher Promotion When Joe Sgroi opened the business in 1971, he started by helping the teachers of Western New York build for their retirement. It began with helping his sister, who was a teacher at Buffalo School District, but he quickly...
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