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.
The Sgroi Financial Newsletter
Sgroi Financial Newsletter Summer 2024 Each quarter, we provide a newsletter to our clients with news and insight on the financial world, as well as updates from Sgroi Financial. In this edition, you’ll find timely articles covering various aspects of the...
Q2 2024 Market Moves
Sgroi Financial Presents Market Moves Welcome back to Market Moves with Vincent Scarsella, our Director of Research & Investment Development. In this episode, we’ll delve into the market’s performance during the second quarter of 2024 and uncover the...
Understanding Your 403(b)
Understanding Your 403(b) Sgroi Financial Planning for retirement is a crucial aspect of your financial well-being, and one option available to many nonprofit employees is the 403(b) retirement plan. While many people are familiar with 401k plans offered by...
Midyear Financial Check In
Mid-Year Financial Check In Sgroi Financial With July officially behind us, it’s time to face the facts: we’re in the second half of 2024. While there’s still plenty of time to enjoy the rest of summer, we encourage you to take this time as an opportunity to...
Client Login