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Client Portal - Sgroi Financial, LLC Securities offered through Cadaret, Grant Co , Inc , Member FINRA SIPC – Sgroi Lawley Financial, LLC Cadaret, Grant are separate entities Performance figures displayed herein represent past performance and are not predictive of future results
the SGROI FINANCIAL That was the beginning of Sgroi Financial Based in West Seneca, it now serves clients in several states with a staff of more than 25 Mr Sgroi won numerous awards as a top salesman and was inducted into Principal’s Hall of Fame “He was very upbeat, very effusive,” his son said “He was in sales, but he wasn’t a salesman ”
The New Retirement Security Rule and You - Sgroi Financial, LLC SGROI FINANCIAL NEWSLETTER the I n late April 2024, the Department of Labor passed the Retirement Se - curity Rule which promised to im-plement sweeping changes across the wealth management landscape While there are many important changes for you, the investor, held in the new Re-tirement Security Rule, the most nota -
Understanding Your 403(b) - sgroifinancial. com 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 private companies, the 403(b) plan has unique features and benefits
Sgroi Lawley Presents Market Moves Sgroi Lawley 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 opportunities that lie ahead!
| Sgroi Financial, LLC T his week’s Professional Minute featured President Patrick Sgroi talking about how to plan for a comfortable retirement It shouldn’t be a ‘one size fits all process’ as each individual has different goals and needs
Sgroi Financial, Author at Sgroi Financial, LLC Does Your Portfolio Fit Your Retirement Lifestyle? Sgroi Financial Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon Using these inputs and sophisticated portfolio-optimization calculations, most Assess Life Insurance Needs by Sgroi Financial | Aug 9, 2024 | Helpful Education
SGROI FINANCIAL At Sgroi Financial, we recognize the emerging need to provide fi-nancial literacy resources for our clients and their families Each quarter we will discuss a topic that provides knowledgeable in-formation on different financial literacy skills We encourage our clients and com-munity to reach out to us if there is
| Sgroi Financial, LLC You can watch our weekly Professional Minute commercial every Sunday nights during the 10:00 PM news on WUTV-Fox 29 Each week we will air a different topic from one of our financial planners to educate and help the Western New York community
| Sgroi Financial, LLC It gives the investor comfort that they’re investing in companies that are aligned with their personal values and beliefs If you’re interested in learning more about this investment strategy or others we offer at Sgroi Financial, set up a meeting with us today