Summer McKellar

Planner

Taking the first steps to plan for your financial future are the hardest. Work with someone you can trust, that has the resources and experience to help you take care of what matters most. Let Summer McKellar and the Sgroi Financial team, walk you through the steps of creating and implementing the right plan to reach your goals. Peace of mind will be yours, knowing your loved ones will be protected, your investments are working according to your goals, and your financial future is secure.

Some of her Specialties Include:

  • Mutual Funds
  • Traditional and Roth IRA’s
  • College Planning
  • 401k Rollovers
  • Simple and SEP IRA’s
  • Annuities
  • 401K Plans
  • Life Insurance
  • Long Term Care insurance
  • Disability insurance
  • 403b/Tax Sheltered Annuities
  • Retirement and Estate Planning

Education

  • Canisius College, Buffalo NY
    Bachelors of Science, Finance and Economics Dual Major
  • The American College, Bryn Mawr, PA
    Financial Fellowship Program

Professional Experience

  • Sgroi Financial, LLC Registered Representative
  • Currently holds Series 7, Series 63, Life, Accident, and Health Licenses
  • Sgroi Financial, LLC Director of Research and Office Development
  • New England Financial Financial Research Intern

Community Involvement

  • Member - Canisius College Alumni
  • Member - Golden Griffin Fund Alumni
  • Volunteer Community Education Teacher
  • Member - SIFE Alumni
  • Junior Achievement Volunteer
  • Volunteer - Pet Connections of Marilla