Announced
Completed
Synopsis
Lawley, an independent family-owned insurance broker and employee benefits firm, completed the merger with Sgroi Financial, a wealth management and financial planning firm. Financial terms were not disclosed. “We want to make it clear that this merger is not based on our desire to scale back or retire, rather it has energized us even more to continue in our growth trajectory,” Patrick J. Sgroi, Sgroi Financial President.
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