Talking with your advisor should be exciting

We have advisors capable of handling anything you need out of financial services. Whether you’re just beginning your wealth journey or are a seasoned investor who is trying to maximize their assets to take them into the future, we can help.

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I am Compassionate, a Listener, and Communicator Looking to build relationships and advise people into the future with their finances

Jason Sgroi

Principal Advisor

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I'm honest, straight to the point, passionate, and analytical Expert in Financial plan strategy and implementation

Michael Sgroi

Principal Advisor

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I'm young, dedicated, energetic, and ambitious Here to offer investment and personal finance advice

Tyler Rapp

Advisor + Investment Analyst

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Kim Dumont

Branch Operations Manager

We Help You Recognize and Grow

Your Future

By joining the Sgroi family we will keep yours in mind as you move forward through a complicated financial journey. Thinking of a big purchase? Let us plan and assist you to make sound decisions. We will get there together. Let our family help yours.

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