We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.
Founded in 1971 by Joseph Sgroi, Sgroi Lawley is a full-service firm providing all of your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care.
From the initial consultation to regularly monitoring your finances, we work with you to learn about your circumstances, follow a holistic approach and tailor a customized plan to help you achieve your most important goals. You can’t predict the future, but you can prepare for it. When it comes to investments, retirement, estate planning and more, our professionals offer strategic financial guidance to assist you through some of your biggest decisions.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
As a Partner, Patrick specializes in retirement planning, 403 (b)/tax sheltered annuities,
estate planning, and life, disability, and long-term care insurance.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
