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Helping Our Clients Achieve Financial
Independence for Over 40 Years

Welcome to Sgroi Financial

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

Community Education Seminars - Sessions run April - November

bullet_sgroiswish.pngWills, Trusts & Estate Planning 
The Class will discuss and provide examples of the practical aspects of Wills, Trusts, Estate Planning, and Taxations for individuals and family units.

bullet_sgroiswish.pngLong Term Care
Learn how to protect your family and your life savings from the rising cost of nursing homes.

bullet_sgroiswish.pngPlanning for Retirement
Whether you are years away from retirement, or already enjoying your golden years, come learn about common mistakes retires make.

bullet_sgroiswish.pngWomen, Wine, & Wealth
An evening of education and socialization for women who want to be financially empowered

Click here for more information and to register!

Client Logins

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