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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

November 21st
Average deductibles for popular Obamacare plans aren't growing much in 2015, but are still higher than in job-based plans.
November 21st
Top home tier listings rose in more than 82 percent of the markets reviewed by Zillow compared to a year ago.
November 21st
Immigration reform that entrepreneurs and tech companies need has bipartisan support, a venture capital group said.
November 21st
A new test measures whether kids know the ins and outs of a computer. Thousands of Canadian kids took the test and they excelled.
November 21st
Take a look at some of Friday's midday movers:

Proud Community Sponsor of:

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

 

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