Sgroi Lawley Group LLC

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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, 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.

10/20/2026

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

Your financial goals are unique, and your financial plan should reflect what matters most to you. From retirement and in...
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.

Do you have a plan for your estate? 🏛️Our Estate Management Checklist guides you through the key actions to protect your...
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/

We love seeing how our Pencil Project winners are putting their classroom funds to use!📚✏️One of this year’s winners, Ra...
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

Hockey season is back! 🏒💙💛 Our team is ready to cheer on the Buffalo Sabres as they kick off the 2026–27 season tonight...
10/01/2026

Hockey season is back! 🏒💙💛
Our team is ready to cheer on the Buffalo Sabres as they kick off the 2026–27 season tonight.
Let’s Go Buffalo!

09/30/2026

How can you start investing for your child’s future?

In our latest episode of Plan. Protect. Invest., Hayden, and Matt discuss different investment options available for children, including Minor Roth IRAs, UTMA accounts, 529 plans, and the new Trump accounts.

From eligibility and contribution requirements to the potential benefits of starting early, the team breaks down what parents should know when considering these options for their children.

Watch or listen to the full episode on YouTube, Apple Podcasts, and Spotify: https://www.youtube.com/watch?v=23Ah-lJRPdM&t=87s

We had a great time recording our latest episode of Plan. Protect. Invest podcast. This month, we’re talking about inves...
09/29/2026

We had a great time recording our latest episode of Plan. Protect. Invest podcast. This month, we’re talking about investing for the next generation and exploring different ways to help build a strong financial foundation for your children.

Stay tuned for the full episode tomorrow!

September is Life Insurance Awareness Month.As life changes, your financial needs can change too. Major milestones like ...
09/24/2026

September is Life Insurance Awareness Month.

As life changes, your financial needs can change too. Major milestones like getting married, growing your family, changing jobs, or buying a home may be a good time to review your life insurance coverage and make sure it still aligns with your needs.

Learn more in this week's blog: https://ow.ly/mL2p50ZQY2Z

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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