How Can We Serve You?

Whether you’re ready to begin planning for your financial future or you’re just looking to learn more about our products and services, we’re here to find solutions for all of your individual goals. Fill out the form below or contact us directly to get started. We look forward to working with you.


965 Union Road
Buffalo, NY 14224


(716) 674-6700


(716) 674-6822


(800) 989-6710


Sgroi Financial, LLC   BBB Business Review

Check out the background of our investment professionals on: BrokerCheck

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.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

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