Jeffrey Sgroi

CFO/OSJ/Partner

Part of being a fully independent financial planning firm is our ability to supervise and manage our branch internally.  Jeff Sgroi is responsible for all the duties associated with our broker/dealer Cadaret, Grant, Inc and FINRA compliance.  He maintains all internal records.  An Office of Supervisory Jurisdiction (OSJ) allows our office to operate at a high level of efficiency.  

Some of his specialties include:

  • Auto, Home & Business Insurance
  • Commercial Insurance

Education

  • Niagara University – Niagara Falls, NY
    Bachelor of Science in Commerce (Finance & Economics Degree)

Professional Experience

  • Sgroi Financial, LLC – Registered Principal. Currently holds Series 7, 63, 24, Property & Casualty Insurance Brokerage License

Community Involvement

  • Board Member – Boys & Girls Club of Orchard Park
  • Board Member – Academy of Digital Media West Seneca Schools
  • International Junior Masters Finance Committee - East Aurora Country Club
  • D.E.C.A. judge and consultant at the regional and state level
  • St Francis High School Varsity Baseball Assistant Coach – 2008 – Present
  • The First Tee of WNY – Kids First Golf Tournament Committee
  • Run Grandfathers memorial FMC Golf Tournament to benefit the First Tee of WNY
  • Junior Achievement Volunteer