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.
Sgroi Financial Newsletter Spring 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. This issue we focus on the updates of our team as well as the new and improved services...
The 411 about 401(k)s Brian Clouden – Vice President Jeffrey Haxton – Certified Financial Planner™ Only 17% of companies now offer traditional company paid pension plans. As such, the responsibility is now on you to save for retirement. A common option for...
When to meet with a Financial Planner Patrick Sgroi President Most will tell you the best time to meet with a Financial Planner would be when an important life event takes place. Yes this is a good time to talk to a planner; however at Sgroi Financial we advise that...
Living a Dream Anthony Day Research Analyst One of the objectives of starting our blog was to provide our clients and readers with educational and market research content. But another reason was to provide the opportunity to learn more about the individual’s here at...
2018 1st Quarter Market Update Summer McKellar Senior Research Analyst Registered Representative Our Senior Research Analyst, Summer McKellar joined Clay Moden on WYRK 106.5FM to provide Sgroi Financial’s 2018 1st quarter market update. Below we also included...
Client Login