Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group is a financial planner in Albany, New York, serving individuals and families with personalized financial strategies. Located at 368 Broadway, 1st Floor, the firm specializes in retirement planning, investment management, tax-aware investing, and family estate organization and legacy planning. Their approach emphasizes creating customized financial plans that align with clients’ long-term lifestyle goals, using insights from industry-leading research to adapt to shifting markets. With a 5.00 rating, the firm is recognized for its client-focused service and commitment to transparency. They serve clients across the Albany area and beyond, helping them secure financial freedom and build lasting wealth.

The firm was founded by Art Sgroi and is now led by his sons, Jason and Michael Sgroi, who carry forward a legacy of financial advising spanning over 115 years. The team combines the experience of a seasoned generation with the innovation of modern technology, offering a balanced approach that values both proven principles and digital advancement. Their advisory team works closely with clients to assess financial needs and wants, crafting strategies that evolve with changing life circumstances. They emphasize the importance of early planning and ongoing management, helping clients turn aspirations into actionable financial steps.

Sgroi Wealth maintains a strong digital presence with a well-optimized website that search engines read clearly, ensuring consistent visibility across online platforms. Their business information is thoroughly documented and accessible, reinforcing trust and reliability. The firm’s focus on client education, including resources on budgeting and digital financial tools, reflects their broader mission to empower clients with knowledge and control.

In Albany, Sgroi Wealth stands out as a forward-thinking financial partner rooted in family values and long-term commitment, helping residents build wealth that supports a life well lived.

Services:

• Family Estate Organization & Legacy Planning
• Investment Management
• Retirement Planning
• Tax Aware Investing