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 in order to help people the most, he needed to be independent. That is just 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 to differ from one to the next.
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.
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 have been located in Buffalo, New York 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 at our office conveniently located in Buffalo, NY.