Estate Planning


Establishing a trust can be a vital but complex part of creating the best estate plan for your goals. Trusts enable clients to get assets out of their estate for tax planning purposes, restrict beneficiary control and income rights, and leave assets to charities and organizations.  The advisors at Sgroi Financial will collaborate with our attorney to ensure your assets are protected and your wishes are carried out.  

Discuss your investment needs with us today.

Call us at 716-674-6700 or send us an email