×

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
Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

by Sgroi Financial | Apr 20, 2024 | Helpful Education, Investing and Financial Planning

Retirement Plan Choices for Small Businesses   Sgroi Financial As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?   There...
The Financial Literacy Crisis

The Financial Literacy Crisis

by Sgroi Financial | Mar 6, 2024 | Helpful Education, Investing and Financial Planning

The Financial Literacy Crisis   Sgroi Financial Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making...
A Look at Diversification

A Look at Diversification

by Sgroi Financial | Feb 21, 2024 | Helpful Education, Investing and Financial Planning

A Look at Diversification   Sgroi Financial Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates,...
Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

by Sgroi Financial | Feb 15, 2024 | Helpful Education, Investing and Financial Planning

Data Breach: Your Security To-Do List   Sgroi Financial According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to...
Tax Season Tips

Tax Season Tips

by Sgroi Financial | Feb 8, 2024 | Helpful Education, Investing and Financial Planning

Tax Season Tips   Sgroi Financial Wondering how to effectively use your tax return to your advantage? There are plenty of options, but here are some tips on how to financially keep yourself in check by using this extra money to the best of your budget.  ...
« 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.