Sgroi Lawley Group LLC

Sgroi Lawley Group LLC 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, re

tirement 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.

06/03/2026

When should a business owner go all in on their business?

In our latest podcast episode, we discuss the importance of balancing opportunity with calculated risk, maintaining sufficient cash flow, and having a plan in place to navigate challenges along the way.

For many businesses, success is not just about becoming profitable, it's about having the resources and strategy needed to reach that point.

Watch the full podcast episode here: https://www.youtube.com/watch?v=BZExKnI7ml8

Today, we take time to celebrate and remember the legacy of our founder and friend, Happy Birthday Joseph Sgroi!
06/02/2026

Today, we take time to celebrate and remember the legacy of our founder and friend, Happy Birthday Joseph Sgroi!

05/26/2026

Building a successful business is an important step toward long term financial success. Matt and Summer discuss the importance of diversification, planning for both immediate and future financial needs, and creating a strategy that supports long term growth and stability.

Watch or listen to the full episode on YouTube, Apple Podcasts, or Spotify: https://ow.ly/7IFE50Z4aEL

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Our office will be...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Our office will be closed today, Monday, May 25, 2026.

How can business owners balance investing in their business while also planning for their future?In this episode, we are...
05/21/2026

How can business owners balance investing in their business while also planning for their future?

In this episode, we are joined by Summer McKellar as we discuss retirement planning strategies for employers, the importance of preparing early for retirement, and how offering retirement benefits can support both business goals and employee retention.

Listen to our latest podcast to learn more on Apple Podcasts or Spotify, or watch on YouTube: https://ow.ly/biHO50Z2Lbl

We had a great time recording our latest episode of Plan. Protect. Invest podcast.Stay tuned for the link to our full ep...
05/20/2026

We had a great time recording our latest episode of Plan. Protect. Invest podcast.

Stay tuned for the link to our full episode tomorrow!

05/19/2026

Are you exploring the most effective ways to save for a child’s education?

Understanding the differences between accounts like UTMAs and 529 plans can help you choose an approach that aligns with your goals, flexibility needs, and long-term tax strategy.

Your child chose a different path? You’ve still got options. Trade schools, study abroad, or even a Roth IRA, understand...
05/15/2026

Your child chose a different path? You’ve still got options. Trade schools, study abroad, or even a Roth IRA, understand the real flexibility 529 plans offer.

Click here to learn more: https://ow.ly/RcQl50Yzatr

05/14/2026

What happens to your business if a partner unexpectedly exits?

A buy-sell agreement helps define how ownership transitions and supports business continuity. Without one, ownership may shift in unintended ways. Planning early and aligning with regular valuations, can help prepare for future transitions.

Listen to the full podcast on Apple Podcasts or Spotify, or watch on YouTube: https://ow.ly/zuRC50YXGun

05/12/2026

How did markets perform this quarter?

The S&P 500 ended down 4.3%, with the Nasdaq seeing the largest decline among major indexes. The Dow held up a bit better, while small caps were a relative bright spot, finishing the quarter in positive territory.

Despite the pullback, markets ended the quarter with a strong final trading day, showing resilience to close out the period. Watch our full Market Moves segment to learn more: https://ow.ly/oM4L50YXF1q

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

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