×

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
  • Teacher Benefits
    • The Pencil Project Promotion
  • Contact Us
The Financial Challenges of Women

The Financial Challenges of Women

by Sgroi Financial | Feb 23, 2025 | Helpful Education, Investing and Financial Planning

The Financial Challenges of Women   As financial planners, our mission is to guide individuals and families through life’s transitions. While the foundational principles of setting goals, saving diligently, and maintaining a long-term perspective are...
Sgroi Lawley Named 2025 Business of the Year by West Seneca Chamber of Commerce

Sgroi Lawley Named 2025 Business of the Year by West Seneca Chamber of Commerce

by Sgroi Financial | Feb 19, 2025 | Sgroi Financial News

Sgroi Lawley Named 2025 Business of the Year by West Seneca Chamber of Commerce West Seneca, NY, (February 19th, 2025) | Sgroi Lawley Group LLC, a full-service independent financial planning firm is recognized as the 2025 Business of the Year by the West Seneca...
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

by Sgroi Financial | Feb 5, 2025 | Helpful Education, Investing and Financial Planning

Budget Check Up: Tax Time Is the Right Time   Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment...
Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

by Sgroi Financial | Jan 30, 2025 | Helpful Education, Investing and Financial Planning

Retirement Strategy After a Job Loss   Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the...
Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

by Sgroi Financial | Jan 29, 2025 | Helpful Education, Investing and Financial Planning

Where Will Your Retirement Money Come From?    What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here’s a...
« Older Entries
Next Entries »

Article Topics

  • Estate Planning
  • Getting Rid of Debt
  • Helpful Education
  • Insurance
  • Investing and Financial Planning
  • Market Updates
  • Miscellaneous
  • Regulations
  • 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 reach 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 Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Lawley Group LLC, and Cadaret, Grant & Co., Inc. are separate entities.

    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.