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.

Are you a teacher or know one who would like to win a $500 scholarship for classroom supplies for the 2026-27 school yea...
07/20/2026

Are you a teacher or know one who would like to win a $500 scholarship for classroom supplies for the 2026-27 school year? Each year, Sgroi Lawley rewards five hardworking Western New York teachers through our Pencil Project promotion.

Check out our website for details on the 9th Annual Pencil Project Classroom Giveaway, running from July 27th through August 16th! https://ow.ly/CwNV50Zq6jk

07/16/2026

Reaching age 65 is not the only way someone may become eligible for Medicare. Michele Luthi, Medicare & Individual Health Consultant from Lawley Medicare Solutions, joins us to discuss common qualifying situations, enrollment timing, and what individuals should generally know when approaching Medicare eligibility.

Watch or listen to the full podcast episode to learn more on YouTube, apple or Spotify: https://ow.ly/IsxW50ZnQGa

Our team had a great time at the Annual Kids Escaping Drugs Golf Tournament! ⛳️☀️We’re proud to support their mission of...
07/14/2026

Our team had a great time at the Annual Kids Escaping Drugs Golf Tournament! ⛳️☀️
We’re proud to support their mission of empowering adolescents and families to live free from the disease of addiction. Thank you, Kids Escaping Drugs, for all that you do!

Taxes can play an important role in retirement planning.Join us for our complimentary Tax Planning in Retirement seminar...
07/10/2026

Taxes can play an important role in retirement planning.

Join us for our complimentary Tax Planning in Retirement seminar, presented by Matthew McAnulty, to learn about retirement income taxation, tax-efficient distribution strategies, and common tax planning considerations.

Wednesday, July 15, 2026 | 5:30 PM – 6:30 PM
Hosted at the Lawley Rochester Office | 441 East Ave. Rochester, NY 14607
Click here to register: https://ow.ly/s8It50Zmmb1

Register today - limited spots left!

There's nothing better than good food, great company, and a little sunshine. ☀️ Thursday cookouts are one of our favorit...
07/09/2026

There's nothing better than good food, great company, and a little sunshine. ☀️ Thursday cookouts are one of our favorite parts of the summer.

A strong financial foundation starts with a plan.As Partner Patrick Sgroi shares, taking a thoughtful approach to planni...
07/08/2026

A strong financial foundation starts with a plan.

As Partner Patrick Sgroi shares, taking a thoughtful approach to planning and investing can help individuals, families, and business owners align their financial decisions with their long-term goals.

07/07/2026

Thinking about retiring before age 65? One of the biggest questions many people have is, "What will I do about health insurance?"

Hear from Michele Luthi, Medicare & Individual Health Consultant from Lawley Medicare Solutions, regarding options that are available and why planning ahead can help you better understand what to expect

Watch the full episode for more educational insights: https://ow.ly/KWQY50Zl3H0

In celebration of Independence Day, our office is closed today, Friday, July 3rd. Wishing everyone a safe and happy holi...
07/03/2026

In celebration of Independence Day, our office is closed today, Friday, July 3rd. Wishing everyone a safe and happy holiday! 🇺🇸

Welcome to the latest episode of Plan, Protect, Invest! We’re joined by Michele Luthi, Medicare & Individual Health Cons...
07/01/2026

Welcome to the latest episode of Plan, Protect, Invest! We’re joined by Michele Luthi, Medicare & Individual Health Consultant from Lawley Medicare Solutions.

Watch as we discuss the basics of Medicare insurance, including eligibility, enrollment timelines, common questions, and general coverage options.

We also explore how healthcare considerations can fit into broader retirement and wealth management planning, helping individuals better understand the factors that may impact their long-term financial picture. You can watch or listen to the full podcast on YouTube, Apple or Spotify: https://ow.ly/SRzm50ZiRIa

Michelle Luthi and Lawley Medicare Solutions are not affiliated with or endorsed by Sgroi Lawley or LPL Financial.

We had a great time recording our latest episode of Plan. Protect. Invest podcast. Stay tuned for the link to our full e...
06/30/2026

We had a great time recording our latest episode of Plan. Protect. Invest podcast. Stay tuned for the link to our full episode tomorrow!

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

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