Sgroi Lawley Group, LLC Email Format

Financial ServicesNew York, United States11-50 Employees

Sgroi Lawley Group LLC is an independent financial planning firm based in West Seneca, in Western New York, and has operated in the region since 1971. It offers comprehensive financial planning that aligns a wide range of needs, including investments, retirement planning, education savings accounts, and retirement-plan advisory services such as 401(k) and 403(b) guidance, along with instruments like CDs, stocks, bonds, mutual funds, and annuities. It also addresses protection and estate matters, offering life, long-term care and disability insurance, as well as estate and divorce planning. 

Securities are offered through LPL Financial, a registered broker-dealer, while investment advice is provided through Sgroi Wealth Advisory, a registered investment adviser; the two entities are separate from LPL Financial. As a small to mid-sized firm, Sgroi Lawley Group serves individuals seeking coordinated, long-term planning across savings, retirement, protection, and estate objectives.

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