icon-products.png icon-services.png icon-contact-us.png

Helping Our Clients Achieve Financial
Independence for Over 40 Years

Sgroi Financial "The Path to Financial Freedom"

Sgroi Financial, LLC is an independent financial planning firm 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!

bullet_sgroiswish.png 1-800-989-6710 or 716-674-6700 bullet_sgroiswish.png

News and Events

Apple.jpgTeachers & EducatorsApple.jpg
Many Tax Sheltered Annuity providers are altering their business structure and your investment choices may be changing in the upcoming school year.  Because Sgroi Financial is an Independent Financial Planning firm, we are able to offer you those same fund families that otherwise may not be available.  Contact us today for a free consultation! 

Community Education Seminars - Sessions run April - December

 

Click here for more information and to register!

Client Logins

cadaret_grant_client_login.png

myedocumentsuite_clientlogin.png

aspire403b_teacherlogin.png

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