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!


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!


bullet_sgroiswish.pngNews & Eventsbullet_sgroiswish.png

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 1412

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 29th - 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: Banchetti- 550 North Forest Amherst, NY 14228
- Light refreshments will be served

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

twitter.pngfacebook.png

Business & Finance Headlines

August 29th
So far this year apartment REITs are up 29 percent, more than triple the S&P 500. But is a bubble looming?
August 29th
A cybersecurity expert rates the best and worst industries at protecting your online data.
August 29th
Up to 1.5 million shares of Kraft stock are being offered as part of the company’s new “social stock plan”.
August 29th
The missing tank—filled with $100 million of disputed oil—is the latest development in a risky game of cat-and-mouse between Baghdad and the Kurds.
August 29th
Here’s what Yahoo needs to do to start making money on its own again.

Proud Community Sponsor of:

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

 

twitter.pngfacebook.png