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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 4:30pm Friday 8:30am - 4pm

Sgroi Lawley Group LLC

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Sgroi Lawley Group LLC

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sgroi Wealth Advisory, a registered investment advisor.

Sgroi Wealth Advisory and Sgroi Lawley Group LLC are separate entities from LPL Financial. We are a family owned firm that strives to treat our clients like a family. As a firm we’ve been at it for over 40 years. We are here for you now and will be here for you in the future. Our approach as a full service firm is to provide for all your financial planning needs. This includes your investments, retirement plans, education savings accounts, 401k and 403b advisory services, CDs, stocks, bonds, mutual funds, annuities, life, long term care and disability insurance, estate planning, divorce planning and more. If you have not been in for a review recently, if your circumstances have changed, if you have questions or would just like to speak with any of us please don’t hesitate to call. Branch Office of Cadaret, Grant & Company, Inc. Member FINRA/SIPC. Sgroi Financial & Cadaret, Grant are separate entities.

10/29/2026

Where does inflation stand, and what does it mean for the economy?

In our latest episode of Plan. Protect. Invest., Vincent Scarsella, Director of Research & Investment Development, joins us to discuss current inflation trends, interest rates, the bond market, and the factors influencing today's investment landscape.

From understanding the Federal Reserve's decisions to exploring how economic trends impact investors, the team breaks down key topics shaping today's markets.

Watch or listen to the full episode on YouTube, Apple Podcasts, and Spotify: https://ow.ly/bjtb51020Nq

10/28/2026

We had a great time recording our latest episode of Plan. Protect. Invest podcast. This month, we’re joined by Vincent Scarsella, Director of Research & Investment Development, to discuss recent market trends, inflation, interest rates, and the factors shaping today’s investment landscape.

Stay tuned for the full episode tomorrow!

10/27/2026

What drove market performance during the third quarter of 2026?

Vincent Scarsella, Director of Research & Investment Development, breaks down Q3 market performance, including the differences in returns across major stock indices and how rising interest rates impacted various sectors of the market.

Watch the full video to learn more: https://ow.ly/ghsE51013uN

10/22/2026

Financial planning is personal. As Senior Wealth Manager, Jennifer Jurek shares, “Everyone’s financial goals look a little different. Whether you’re focused on retirement, investing, protecting your family, or building a legacy, having a plan can help you organize your financial priorities and determine the steps to consider along the way.”

10/20/2026

Welcome to this edition of Market Moves with Vincent Scarsella, Director of Research & Investment Development. In this quarter’s segment, we take a closer look at market performance during Q3 2026 and share insights on key trends, potential opportunities, and what may lie ahead for the remainder of the year.

Watch the full Q3 Market Moves update below.

10/15/2026

Have you heard about the new Trump accounts for children? Have questions about Trump accounts?

Matt and Hayden break down Trump Accounts, explaining what they are, how they work, and what parents need to know about eligibility requirements, contribution limits, and potential benefits for their families.

Listen or watch the full podcast on Youtube, Apple or Spotify: https://www.youtube.com/watch?v=23Ah-lJRPdM&t=10s

10/13/2026

Your financial goals are unique, and your financial plan should reflect what matters most to you. From retirement and investments to insurance, estate planning, and business solutions, financial planning can bring different areas of your financial life together.

Whatever stage you’re in, we can help you explore strategies designed around your goals.

10/09/2026

Do you have a plan for your estate? 🏛️

Our Estate Management Checklist guides you through the key actions to protect your assets and provide clarity for your loved ones.

Take steps today to safeguard your legacy. Read here: https://sgroilawley.com/estate-management-checklist/

10/08/2026

We love seeing how our Pencil Project winners are putting their classroom funds to use!📚✏️

One of this year’s winners, Rachel Kedzierski-Marston of Union East Elementary School, used her funds to enhance her self-contained autism classroom with sensory chews, Velcro, laminating sheets, visual behavior cards, and other essential resources that support her students’ daily learning experiences.

10/06/2026

Looking for ways to start investing for your child’s future? A UTMA account may be one option to consider.

Matt and Hayden discuss what a UTMA account is, how it works, and some important things parents should know when considering one.

Learn more in our latest episode of Plan. Protect. Invest: https://ow.ly/tTh250ZUHXU

Address

965 Union Road
West Seneca, NY
14224

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4pm

Telephone

+17166746700

Website

https://sgroilawley.com/

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