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Helping Our Clients Achieve Financial
Independence for Over 40 Years

Sgroi Financial "Buffalo's Independent Financial Planning Firm"

Sgroi Financial, LLC is an independent financial planning firm located in Buffalo, NY that works for you, not for insurance companies or other financial institutions. Our mission is to help people achieve financial independence with unparalleled integrity and financial planning skills. Together we can create a path that leads to financial freedom. Call us now!


What Risk Number are you?  Are you in the right portfolio that suits your risk tolerance?  Take the personalized risk assessment questionnaire below and find out!


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October 14th - Women, Wine, and Wealth - An evening of education and socialization for women who want to be financially empowered!
Location: Colonial Wine and Spirits- 3211 Southwestern Blvd, Orchard Park, NY 14127

October 28th - Taking a Closer Look at Your Social Security - With special guest Gretchen Miller from Prudential investments – Learn strategies to maximize your individual and spousal Social Security benefits.
Location: Francesca’s Italian restaurant- 2022 Seneca St, Buffalo, NY 14210
- Light refreshments will be served

October 29thTaking a Closer Look at Your Social Security - With special guest Gretchen Miller from Prudential investments – Learn strategies to maximize your individual and spousal Social Security benefits.
Location: Banchetti- 550 North Forest Amherst, NY 14228
- Light refreshments will be served

CLICK HERE FOR COMMUNITY EDUCATION SEMINAR INFORMATION!

Call the office for more details and to make a reservation!

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Sgroi_Newsletter Fall 2014

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Business & Finance Headlines

October 24th
But long time stock bull Jeremy Siegel tells CNBC it looks like the stock market hit its recent bottom last week.
October 24th
Names on the move ahead of the open.
October 24th
The vinyl LP and cassette are staging a comeback.
October 24th
UPS on Friday reported earnings and revenue that topped analysts' expectations, sending shares higher in early trading.
October 24th
Amid news of a confirmed Ebola case in New York City, cooler heads seemed to have prevailed on Wall Street.

Proud Community Sponsor of:

INVESTMENTS       ANNUITIES       ESTATE PLANNING       IRA'S       401K PLANS       403(B) PLANS      ROLLOVERS       INSURANCE

 

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