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About Sgroi Financial
Sgroi Financial, a family-owned firm founded in 1971, upholds a solid commitment to treating clients like family and serving the Western New York community. They carry forward the legacy established by founder Joseph Sgroi and his son Jeffrey Sgroi, emphasizing integrity and community engagement.
Since its inception, Sgroi Financial has assisted clients in achieving financial independence by addressing their unique financial planning needs. In 2014, the business transitioned to Patrick Sgroi as President and John Clouden as Senior Vice President, both of whom had dedicated over two decades to the firm.
Today, with a team of 25 professionals serving clients nationwide, Sgroi Financial offers comprehensive financial planning services. They cover a broad spectrum, including investments, retirement planning, life insurance, and long-term care.
The firm's thorough approach involves in-depth consultations that last about an hour and a half. During these sessions, your Financial Planner delves into your assets, debts, goals, concerns, and immediate needs, ensuring that financial recommendations align with your unique circumstances. At Sgroi Financial, their priority is you.
Pricing options
Regulatory filings
Areas of specialty
- College Planning
- Retirement Planning
- Tax Planning
- Trust Planning
- Estate Planning
- Wealth Transfer
- Beneficiary Planning
More about Sgroi Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 289764 | 12 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Sgroi Financial.