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About

About This Business

This Business Offers:  Estate Planning, Estate Management, Financial Planning Consultants, Insurance Services Office, Investment Advisory Services, Retirement Planning Services

BBB Accredited Since: 2/1/1987

Years in Business: 55

Products and Services

403(b) Plans, Business Solutions, Disability Insurance, Estate Planning, Financial Planning, Insurance Services, Investment Management, Life Insurance, Long-Term Care Insurance, Property Insurance, Retirement Planning, Tax Sheltered Annuities, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
2/1/1987
Business Started:
1/6/1971
Business Started Locally:
1/6/1971
Business Incorporated:
10/24/2017
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Sgroi Lawley Group LLC
Sgroi Wealth Advisory Group LLC
Business Management:
Mr. Patrick Sgroi, President
Mr. John Clouden, Vice President
Mrs. Sara Clouden, Office Administrator

Additional Contact Information

Principal Contacts
Mr. Patrick Sgroi, President
Mr. John Clouden, Vice President
Customer Contacts
Mrs. Sara Clouden, Office Administrator
Fax numbers
Primary Fax: (716) 674-6822
Additional Phone Numbers
Other Phone: (800) 989-6710
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
NYS Banking Department
Licensed Financial Services Division
New York NY 10004-1417
Phone Number: (877) 226-5697
http://www.banking.state.ny.us/supinst.htm

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