Schedule A Meeting • OUR TEAM • Partners Planners Client Services Team Research Team Finance & Administration Our Founder • GET TO KNOW US • Address 965 Union Road, West Seneca, NY 14224 Phone local: 716-674-6700 fax: 716-674-6822 Check out the background of our investment professionals on: BrokerCheck Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities. 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.

Schedule A Meeting One of the most important reasons for you to invest is to allow your money to grow for you. That is why we continuously work with you through every stage of your life to build a customized, personal plan that will best fit your needs to accomplish your goals. There are many different options that Sgroi Financial can provide for every individual stage in your life. Below are some investment options we offer: • INVESTMENTS • • RETIREMENT PLANNING • • LEAVING YOUR LEGACY • • GET TO KNOW US • Address 965 Union Road, West Seneca, NY 14224 Phone local: 716-674-6700 fax: 716-674-6822 Check out the background of our investment professionals on: BrokerCheck Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities. 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.