Independent financial planning firm Sgroi Financial is teaming up with insurance and employee benefits firm Lawley Services to strengthen the offerings of both companies in serving their clients.
The two family owned firms will remain independent, with no changes to their individual ownership structures. But the alliance brings more products and services by combining the financial expertise of Sgroi with the insurance experience of Lawley.
“By combining comprehensive finance with comprehensive insurance, clients of Sgroi Financial and Lawley will have access to a host of financial products and services at their fingertips,” said Paul Dreher, Lawley’s director of personal insurance. “We’re pleased to bring this new partnership and offerings to our clients.”
Founded in 1971 by Joe Sgroi, Sgroi already provides both life and long-term care insurance along with its personal finance services, mutual funds and other investment products. The 60-year-old Lawley adds property, casualty, personal and commercial insurance, as well as health and employee benefits.
“We’re very excited about building a relationship with Lawley. The benefits to our clients are substantial,” said Sgroi President Pat Sgroi. “We’ve been looking for an established, reputable firm that not only talks the talk, but walks the walk. On so many levels, Lawley fits the bill.”