Jeffrey Haxton

Planner

Jeffrey Haxton is a Certified Financial Planner™ and a Dave Ramsey Endorsed Local Provider for investing at Sgroi Financial.  Jeff takes pride in developing a financial plan tailored to each client’s personal needs. He is dedicated to providing the most ethical and effective financial solutions for retirement planning, debt-free lifestyles, insurance needs and helping clients create and preserve wealth.  

Some of his Specialties Include: 

  • Retirement Planning
  • Mutual Funds
  • 401(k)s
  • 403(b)s
  • Roth IRAs
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Estate Planning

Education

  • University at Buffalo, State University of New York – Bachelor of Science in Business Administration, Finance and Marketing Concentrations

Professional Experience

  • Sgroi Financial, LLC – Certified Financial Planner™ – Currently Holds Series 6, Series 7, Series 63, Life, Accident and Health Licenses and New York State Long Term Care Partnership Designation
  • John Hancock – Registered Representative
  • United States Attorney’s Office – Student Clerk

Community Involvement

  • West Seneca Chamber of Commerce
  • Junior Achievement Volunteer
  • Community Education Teacher at various school districts
  • West Seneca Rotarion