Compass Sgroi Financial, LLC


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John G. Clouden

Personal:
Happily married (Robin) with 3 children (Matthew, Adam, Sara).

Education:
University at Buffalo

Experience:
2/94 - Present - Sgroi Financial, LLC., Financial Planning Financial Planner/Associate - Our firm prides itself on integrity and ethical handling of our clients accounts. We are completely independent and place the highest emphasis on service to our clients. Our firm specializes in retirement and estate planning. We are 403(b) experts and are currently helping 65+ school systems, hospitals and not-for-profits in this area. Currently series 7 & 63 licensed.

10/82 - 2/94 - Sierra Research, Cheektowaga, NY Worked my way up from a stockroom clerk to an assistant Program Manager. Was the driving force in the implementation of a computerized materials management program that saved the company millions of dollars in inventory costs. Helped implement many procedures, as a Materials Analyst, to enable the material control department to better forecast material needs.

Community:

  • Past President - West Seneca Chamber of Commerce.
  • Board of Directors - West Seneca Chamber of Commerce
  • Board of Directors - West Seneca Youth Hockey Association
  • Parents Guild Board - St. Francis High School
  • West Seneca Youth Soccer coach
  • West Seneca Youth Hockey coach
  • Junior Achievement consultant
  • West Seneca Chamber of Commerce 5k run chairperson
965 Union Road
West Seneca, NY 14224
Tel : (716) 674-6700
(800) 989-6710
Fax : (716) 674-6822
info@sgroifinancial.com

Securities offered through Cadaret, Grant & Co., Inc. - Member NASD/SIPC
Sgroi Financial, LLC & Cadaret, Grant are separate entities.