Jennifer Jurek

Planner

Let Jennifer Jurek help you find “Peace of Mind”. What is “Peace of Mind” worth to you? In your stressful world, finding the perfect financial plan may not keep you stress free, but it can go a long way to getting you there. Regardless of your current assets, whether dealing with the basic investment planning or delving into specialized retirement or estate planning, Certified Financial Planner®, Jennifer Jurek, with almost 20 years in banking and investments, is a wealth of information with the passion to help you succeed.

Some of her Specialties Include:

  • Taking a particular interest in women’s financial challenges, but more importantly in women’s opportunities and solutions.
  • Achieving client’s financial goals with innovative strategies utilizing mutual funds, IRAs, annuities, life and long term care insurance.
  • Helping clients successfully plan for retirement, funding their children’s education, assuring the protection of loved ones and preserving assets for future generations.
  • Advanced training as a Certified Divorce Financial Analyst™, helping individuals with all financial aspects of divorce. Works with attorneys and their clients to help individuals understand how the financial decisions they make as a result of their divorce settlement will impact the rest of their lives.
  • Financially educating and empowering her clients.

Education

  • College for Financial Planning, Denver CO - Certified Financial Planner™designation
  • Institute for Divorce Financial Planning, Southfield, MI -Certified Divorce Financial Analyst™ designation
  • Canisius College, Buffalo N.Y. - Bachelor of Science, Finance Major

Community Involvement

  • Board Member – Financial Planning Association of Western NY
  • Secretary - WNY Collaborative Law Professionals
  • Member - Financial Planning Assocation of WNY.
  • Member - International Academy of Collaborative Professionals (IACP)
  • Member - West Seneca Chamber of Commerce.
  • Member - Canisius College Alumni Association.
  • Volunteer Community Education Teacher at local high schools
  • Former Member - Canisius College Women in Business
  • Former Volunteer - Junior Achievement. 

Professional Experience

  • Sgroi Financial, LLC
  • Branch Manager, M&T Bank
  • Registered Representative, M&T Securities
  • Frequent appearances on the Sgroi Financial money segment on WKBW “AM Buffalo” TV show
  • Registered Representative, Currently holds Series 6, Series 7, Series 24, Series 63, Life, Accident and Health licenses, and NYS Long Term Care Partnership designation