Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group is a financial planner in Albany, NY. The firm provides investment strategies, portfolio management, and financial planning services for families and individuals, whether they are beginning their wealth journey or are seasoned investors. It holds a 5.00 rating based on customer reviews.

The advisory team includes Principal Advisor and Partner Jason Sgroi and Managing Partner Michael Sgroi. The firm brings 115 years and counting of combined industry experience to its clients. As a fiduciary, the business is ethically and legally bound to manage assets in the best interest of the client. The firm operates as a fee-based advisor, charging a flat fee deducted from the assets in a client's account. Their approach combines traditional investing methods with modern technology and research from industry-leading firms to assist with financial organization, tax implications, and long-term goal achievement.

The firm focuses on building long-term relationships through transparent financial services. It offers consultation and assessment of financial management needs, ongoing communication, and assistance with major purchases. The team maintains discretionary authority over assets and works with industry-leading investment product partners to find effective investments.

Sgroi Wealth w/ Broadway Advisor Group is located at 368 Broadway 1st Floor, Albany, NY. The firm is known for its positive customer rating and its focus on building long-term relationships through transparent financial services in Albany.

BizScoreAI gives Sgroi Wealth w/ Broadway Advisor Group a technical score of 89 out of 100, which measures whether the website is technically sound, secure and indexable so search engines can read it without errors. The business also receives a discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website. This is the first step before any AI assistant can recommend the business. Additionally, the firm ranks number 2 of 27 Financial Planner businesses that BizScoreAI has scored in Albany.

Services:

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