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.
Spring ’18 Newsletter
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...
When to meet with a Financial Planner
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...
2018 Q1 Update
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...
Why Sgroi Financial
Why Sgroi Financial Patrick Sgroi President President Patrick Sgroi joined Clay Moden to kick-off our weekly interview series called “Plan.Protect.Invest”. Pat talked about the history of Sgroi Financial as well as how we differentiate ourselves from other...
Client Login