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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 26th
Christmas decorations aren't the only thing going up earlier. Analysts are moving up their market outlooks for the new year.
November 26th
A few simple steps could put a lot more money in your retirement plan. Jim Cramer is here to help you maximize your nest egg.
November 26th
Honda Motor recalled a small number of cars equipped with Takata Corp air bags in March 2002, two years before the first known injury.
November 26th
A few simple steps could put a lot more money in your retirement plan. Cramer's here to help you maximize your nest egg.
November 26th
As oil prices continue to fall, Wall Street is waiting to see if OPEC cuts oil production

Proud Community Sponsor of:

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

 

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