About Us
Sgroi Financial: Doing What's Right For The Client
Independence: Recommending from the "best of the best" to fit your needs
In 1971 Joe Sgroi began servicing the financial planning needs of his clients as an agent for Bankers Life. It didn’t take long for Joe to realize that to help people the most he needed to be independent and that is what he did. Following the simple concept of “doing what is right for the client”, Sgroi Financial has grown to the point that we now service clients in dozens of different states with a staff of 23 people and growing.
Being an independent financial planning firm means we are not obligated to recommend any particular company’s investments to our clients. As such, we continuously research the financial markets to find the best quality investments and insurance products to fit the needs of our clients. Each client’s circumstances are unique and their portfolios tend differ from one to the next.
Full Service: Comprehensive Guidance
Our approach as a full service firm is to provide for all your financial planning needs. This includes your investments, retirement plans, education savings accounts, 401k and 403b advisory services, money market funds, tax free municipal bonds, CDs, stocks, bonds, mutual funds and annuities. It can also include Life, Long Term Care and Disability Insurance.
Family Business Family Values
We are a family owned firm that strives to treat our clients like a family. There is a lot we can do for you, maybe more than you realize. As a firm we’ve been at it for over 40 years. We are here for you now and will be here for you in the future.
If you have not been in for a review recently, if your circumstances have changed, if you have questions or would just like to speak with any of us please don’t hesitate to call. As always, we look forward to seeing you at your next appointment.
