Joe Sgroi

Founder

Our esteemed founder, Joseph Sgroi, opened the doors to Sgroi Financial in 1971.  His guiding principle has always been “doing what is best for the client”.  In a financial climate that can create acquisitive Financial Planners, Joe knew he had to stand apart by always putting clients’ needs at the forefront of their investment strategy.  He instituted the financial planning philosophy that planners will invest their time with full confidence that once prospective clients observe the company’s process and intentions, they will not want to do business with any other firm.  The entire staff of Sgroi Financial emulates Joe’s guiding principle in all they do.  Sgroi Financial has implemented a sophisticated financial planning system that comprehensively puts all of the clients’ assets in correct liquidity sequence so that they can make the most professional financial planning decisions.

Professional Experience:

  • Sgroi Financial, LLC – Founder
  • Life and qualifying member of the Million Dollar Round Table and its Court of the Table
  • Lifetime member of the most prestigious Top of the Table
  • Author of numerous articles on financial planning
  • Featured speaker in several states and Canada
  • Frequent appearances on the Sgroi Financial money segment on WKBW “AM Buffalo” TV show
  • Tax Sheltered Annuity Plan Administrator for over sixty-five school systems in Western New York
  • Fortune 500 Company – worked in personnel and labor relations prior to forming Sgroi Financial

Education:

  • University at Buffalo – BS in Business Administration
  • C.L.U. (Chartered Life Underwriter) designation
  • ChFC (Chartered Financial Consultant) designation –
  • American College, Bryn Mawr, PA.

Community Involvement:

  • Past President, The Mercy Hospital Foundation Board of Directors
  • Sisters of Mercy Development Council Board of Directors, Past-Chairman
  • Western New York Child Abuse Prevention Campaign (“Have you Hugged Your Kids Today?”) – Past Sponsor
  • West Seneca Youth Baseball Coach/Manager for 14 years
  • Board of Directors (NYS), consultant, lecturer, and judge at regional, state and national competitions for Distributive Education Clubs of America (D.E.C.A.) – 1994-2002
  • Past Co-Chairman Finance Academy West Seneca Schools
  • Past-President & Past-Treasurer, West Seneca Rotary Foundation
  • West Seneca Rotary Club Honorary Life Member, Past-President, Past-Chairman of the Board, Past Area II Chairman 
  • Past-President and Past-Chairman of the Board of Directors of the West Seneca Chamber of Commerce
  • 1985 West Seneca Jaycees Man of the Year
  • 1988 West Seneca Chamber of Commerce Citizen of the Year
  • 1992 West Seneca Chamber of Commerce Business of the Year
  • 2001 West Seneca Chamber of Commerce Member of the Year
  • 2001 Member of Buffalo Baby Joe Mesi Ringleaders
  • 2001 Charter Member of the Erie Community College Football Program
  • 2002 Trocaire College's Reflections Award Recipient