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
    • Plan.Protect.Invest. A Sgroi Lawley Podcast
  • Teacher Benefits
    • Pencil Project 2026
    • Celebrating Our Teachers
  • Contact Us
A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

by Sgroi Lawley Group LLC | Jun 10, 2025 | Retirement Planning

A Primer on Irrevocable Life Insurance Trusts “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.”Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important...
Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

by Sgroi Lawley Group LLC | Jun 1, 2025 | Helpful Education, Investing and Financial Planning

Strategies for Managing Student Loan Debt If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this headache, but here are some ideas for managing your student loan debt. The programs listed...
Sgroi Lawley Group LLC Welcomes Third Generation

Sgroi Lawley Group LLC Welcomes Third Generation

by Sgroi Lawley Group LLC | May 27, 2025 | Retirement Planning, Sgroi Financial News

Sgroi Lawley Group LLC Welcomes Third Generation Timothy Sgroi Joins the Firm, Continuing a Proud Family Legacy   West Seneca, NY (May 27, 2025) | Sgroi Lawley Group LLC, an independent financial planning firm, is proud to announce the addition of Timothy Sgroi...
Deciding When to Take Social Security

Deciding When to Take Social Security

by Sgroi Lawley Group LLC | May 10, 2025 | Retirement Planning

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering...
The Sgroi Lawley Newsletter

The Sgroi Lawley Newsletter

by Sgroi Lawley Group LLC | Apr 23, 2025 | Helpful Education, Sgroi Financial News

Sgroi Lawley Newsletter Each quarter, we provide a newsletter to our clients with news and insight on the financial world, as well as updates from Sgroi Lawley. Check out this latest edition for a comprehensive market update, more about the current state of Social...
Q1 2025 Market Moves

Q1 2025 Market Moves

by Sgroi Lawley Group LLC | Apr 16, 2025 | Investing and Financial Planning, Market Updates, Sgroi Financial News, Webinar

Sgroi Lawley Presents Market Moves Welcome to Market Moves with Vincent Scarsella, Director of Research and Investment Development at Sgroi Lawley. In this edition, we will analyze the market performance in Q1 2025 and offer insights into the recent tariffs announced...
Page 8 of 14« First«...678910...»Last »

Article Topics

  • Helpful Education
  • Insurance
  • Investing and Financial Planning
  • Market Updates
  • Podcast
  • 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 pursue 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.

    Sgroi Wealth Advisory Group LLC Customer Relationship Summary