Jeffrey Haxton

Certified Financial Planner™

Certified Financial Planner™ and a Dave Ramsey SmartVestor Pro, Jeffrey takes pride in developing a financial plan tailored to each client’s personal needs. He is dedicated to providing the most ethical and effective financial solutions for investing, retirement planning, estate planning, debt-free lifestyles, insurance needs and helping clients create and preserve wealth.

Jeffrey Haxton

Certified Financial Planner™

Education

University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations

Professional Experience

Certified Financial Planner™ who currently holds Series 6, Series 7, Series 63, Life, Accident & Health licenses and New York State Long Term Care Partnership Designation

Has been with Sgroi Financial since 2010

Contact Information

Assistant Contact Information

Cassie Scibran

Cassie@sgroifinancial.com

Cassie Scibran

Cassie@sgroifinancial.com

• GET TO KNOW US •

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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

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We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA