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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!

Sgroi Financial Summer 2014 Newsletter

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Business & Finance Headlines

October 1st
Derek Jeter announces The Players'Tribune, a new publishing company that provides a forum for star athletes and their stories.
October 1st
In a poll conducted by lastminute.com.au 912 people admitted to lying in order to receive free upgrades on flights.
October 1st
Nobody likes losing money, and on Wednesday, a lot of people lost money in stocks.
October 1st
Investors don't need to run and hide just yet, Brian Kelly says.
October 1st
An Ebola vaccine in development has shown preliminary success, Inovio's Joseph Kim says.

Proud Community Sponsor of:

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

 

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