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.

09/01/2026

When should you review your homeowners insurance coverage?

Hayden Mumbach asks Julie Dibb about when it may be a good time to review your policy. From home renovations and additions to new or inherited valuables, Julie discusses some of the changes to keep in mind when reviewing your coverage.

Watch the full episode to learn more: https://ow.ly/baZf50ZFAZ1

When it comes to long-term investing, time can be one of your most valuable assets. Starting early may provide more oppo...
08/28/2026

When it comes to long-term investing, time can be one of your most valuable assets. Starting early may provide more opportunity for your savings to benefit from the effects of compounding over time.

Read our latest blog to explore how consistency, patience, and a long-term perspective can play an important role in working toward your financial goals. Read Here: https://ow.ly/gjlj50ZieRt

08/26/2026

Our latest episode of Plan. Protect. Invest. A Sgroi Lawley Podcast is now available!

In this episode, we have a conversation with Julie Dibb, Personal Insurance Account Executive at Lawley Insurance about personal insurance. We discuss today’s insurance market, home and auto coverage, umbrella policies, ways to reduce risk, and how insurance can fit into an overall financial plan.

Watch or listen to the full podcast episode on Apple, Spotify and YouTube: https://ow.ly/8ag050ZFAY9

Julie Dibb and Lawley Insurance are not affiliated with or endorsed by LPL Financial or Sgroi Lawley.

We had a great time recording our latest episode of Plan. Protect. Invest podcast.Stay tuned for the link to our full ep...
08/25/2026

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

08/21/2026

Welcome to another edition of Market Moves with Vincent Scarsella, Director of Research and Investment Development.

In this segment, we take a look back at market performance through Q2 and share insights on what we could expect in the months ahead, along with potential opportunities on the horizon.

To enjoy some quality time together outside the office, our team gathered for our annual retreat. Joined by family membe...
08/20/2026

To enjoy some quality time together outside the office, our team gathered for our annual retreat. Joined by family members, we enjoyed the opportunity to connect, relax, and have fun while strengthening the relationships that make our team so special.

Thank you, Holiday Valley, and West Rose for hosting us!

08/19/2026

What’s the biggest factor in growing your retirement savings?

Matt discusses the power of time, why starting early matters, and how even small contributions today can add up over the years.

Watch or listen to the full podcast episode on Apple Podcasts, Spotify, or YouTube: https://www.youtube.com/watch?v=FDtWz2HjPzI

🎉 We’re excited to announce the winners of our 2026 Pencil Project Giveaway! Five WNY teachers will each receive a $500 ...
08/18/2026

🎉 We’re excited to announce the winners of our 2026 Pencil Project Giveaway! Five WNY teachers will each receive a $500 scholarship to support their classrooms. ✏️🎒

Thank you to everyone who participated. We deeply appreciate all the hard work our local educators do for our children and hope these funds help make a positive impact this school year.

Congratulations to our 2026 winners! 👏Our winners are:
• Raiven Jackson of PS 99 Stanley M. Makowski Early Childhood Center
• Rachel Kedzierski-Marston of Union East Elementary School
• Joelle Vandewater of Glendale Elementary School
• Rick Lyons of St. John Lutheran School
• Kathryn McHale of Wales Primary School

Reminder: Our office is closed today August 14th, 2026. We will resume normal business hours Monday August 17th.
08/14/2026

Reminder: Our office is closed today August 14th, 2026. We will resume normal business hours Monday August 17th.

Please note that our office will be closed this Friday, August 14th, 2026.

We appreciate your understanding and apologize for any inconvenience this may cause.

08/13/2026

Do you know how your 403(b) works?

Matt and Hayden discuss eligibility, contribution options, and the key differences between 403(b) and 401(k) plans, helping educators better understand their retirement savings options.

Watch or listen to the full podcast episode on Apple Podcasts, Spotify, or YouTube: https://ow.ly/H0E750ZwILj

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

Alerts

Be the first to know and let us send you an email when Sgroi Lawley Group LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category