Patrick Sgroi

President/Partner

Everyone interested in establishing and maintaining a sound financial plan should consider integrity and independence as their corner stone principles. These can be your hallmarks of long term growth and short term stability. Although these are the ideals of the entire Sgroi Financial planning team, it is most exemplified in that team's President, Patrick Sgroi. In addition to being a 20 year veteran of the "financial trenches", Pat has distinguished himself as an outstanding community leader and mentor in Buffalo, NY.

Some of his Specialties Include:

  • Retirement Planning
  • 403b/Tax Sheltered Annuities (TSA) 
  • Estate Planning
  • Life, Disability, and Long Term Care Insurance

Education:

  • Alfred University – Alfred, NY – Bachelor of Science in Business Administration
  • Certified to teach Business & Distributive Education, K - 12

Professional Experience:

  • Sgroi Financial, LLC – Registered Representative,
    Currently holds Series 7, 63 Life & Accident and Health and NYS Long Term Care Partnership designation
  • Million Dollar Roundtable – Member of association of the world’s leading life insurance and financial service professionals
  • Frequent appearances on the Sgroi Financial money segment on WKBW “AM Buffalo” TV show
  • WIVB - TV Channel 4 News, Buffalo, NY. Financial Analyst for "Talk Back" segment.

Community Involvement: 

  • President – First Tee of WNY
  • Board Member – Mercy Hospital Foundation
  • Board Member - Southtowns YMCA
  • Board Member - Punt Foundation. 
  • Board Member – West Seneca Schools Academy of Finance
  • Past Chair-Person of the Southtowns YMCA Strong Kids Campaign
  • Treasurer for the West Seneca Soccer Club
  • Past President of the West Seneca Rotary Club and Paul Harris Fellowship Recipient
  • D.E.C.A. judge and consultant at the regional and state level.
  • West Seneca Youth Hockey coach, 2003–2009.
  • West Seneca Youth Soccer Travel & House coach, 2002-present.
  • Varsity Indoor & Outdoor Track coach at West Seneca East 1991–1993
  • World University Games torch relay coordinator, 1993
  • 1986 New York State Vocational Student of the Year