Sgroi Wealth w/ Broadway Advisor Group - Albany, New York
Address: 368 Broadway 1st Floor, Albany, NY 12207.
Phone: 84773626.
Website: sgroiwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Sgroi Wealth w/ Broadway Advisor Group
⏰ Open Hours of Sgroi Wealth w/ Broadway Advisor Group
- Monday: 8:30 AM–5:30 PM
- Tuesday: 8:30 AM–5:30 PM
- Wednesday: 8:30 AM–5:30 PM
- Thursday: 8:30 AM–5:30 PM
- Friday: 8:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
Sgroi Wealth w/ Broadway Advisor Group
Sgroi Wealth, located at 368 Broadway 1st Floor, Albany, NY 12207, is a trusted name in financial planning, offering comprehensive services tailored to both individuals and business clients. With a focus on financial planning and advice, this firm has built a reputation for trustworthiness and expertise over generations. The Broadway Advisor Group, a part of Sgroi Wealth, emphasizes personalized strategies and a deep understanding of financial markets, ensuring clients achieve their financial goals. The office is accessible for wheelchair users, featuring an entrance, parking lot, and restrooms designed with accessibility in mind. For those seeking professional financial guidance, appointments are required to ensure personalized attention, although they highly recommend scheduling early to secure a slot.
Key Features:
- Financial planning services
- Expert advice for individuals and businesses
- Accessible location with wheelchair amenities
- Required appointments for personalized service
- Strong client satisfaction with an average rating of 5/5
- Generations of wealth management experience
- Diverse client base including high net worth individuals and business owners
- Recommendation of appropriate professionals for various financial needs
Contact Information:
Phone: 84773626 - For inquiries or to schedule an appointment, clients can reach out directly. The team is known for their professionalism and willingness to discuss financial needs thoroughly.
Website: sgroiwealth.com - The official site provides detailed information about services, the team, and how to get started with their financial planning process.
Specialties:
- Financial planning
- Wealth management
- Investment strategies
- Retirement planning
- Estate planning
Location and Accessibility:
Address: 368 Broadway 1st Floor, Albany, NY 12207 - The office is conveniently situated in Albany, New York, making it easily accessible for clients from the Capital District and beyond. The location boasts wheelchair accessibility, ensuring that all clients, regardless of mobility, can visit without difficulty.
Appointment and Service Highlights:
Requirement for Appointments: Given the personalized nature of their services, Sgroi Wealth requires appointments. This policy ensures that each client receives dedicated time to discuss their unique financial situation and objectives, leading to tailored advice and strategies.
Appointment Recommendations: The company strongly recommends scheduling appointments well in advance to secure a slot, reflecting their commitment to client service and the thoroughness of their planning process.
Client Opinions:
Positive Feedback: Clients have praised the Sgroi family and their team for their second-generation wealth management expertise. The highly recommended Jay, Michael, and Art are celebrated for their smart strategies, up-to-date market knowledge, and savvy approach to financial products. The average rating of 5/5 on Google My Business underscores the high level of satisfaction among clients.
Additional Insights: The brief yet glowing reviews suggest a strong client-centric approach, with clients feeling confident in the advice and services provided. The office's commitment to accessibility and personalized service sets them apart, creating a welcoming environment for all visitors.
Summary:
Sgroi Wealth w/ Broadway Advisor Group stands out as a distinguished financial planning firm in Albany, New York, known for its generations of expertise, accessibility, and commitment to personalized service. With a high client satisfaction rate and a team of experienced advisors, it's a trusted choice for those seeking to manage their wealth effectively.
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👍 Reviews of Sgroi Wealth w/ Broadway Advisor Group
