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Plan. Protect. Invest.

Learn what it means to step into financial freedom.

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Protect what matters most.

Let us help you build a long-term financial plan.

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• OUR APPROACH •

Plan

From the initial consultation to regularly monitoring your finances, we work with you to learn about your circumstances, follow a holistic approach and tailor a customized plan to help you achieve your most important goals.

Protect

At Sgroi, we focus on your specific financial needs so you can focus on what matters most. From property and life insurance to disability and long-term care, we provide an array of services to help you protect your most important assets.

Invest

You can’t predict the future, but you can prepare for it. When it comes to investments, retirement, estate planning and more, our professionals offer strategic financial guidance to assist you through some of your biggest decisions.
Learn About Our Process
Find The Right Coverage
Invest In Your Future

Plan

From the initial consultation to regularly monitoring your finances, we work with you to learn about your circumstances, follow a holistic approach and tailor a customized plan to help you achieve your most important goals.

Learn About Our Process

Protect

At Sgroi, we focus on your specific financial needs so you can focus on what matters most. From property and life insurance to disability and long-term care, we provide an array of services to help you protect your most important assets.

Find The Right Coverage

Invest

You can’t predict the future, but you can prepare for it. When it comes to investments, retirement, estate planning and more, our professionals offer strategic financial guidance to assist you through some of your biggest decisions.

Invest In Your Future

WESTERN NEW YORK’S

Independent Financial Planning Firm

At Sgroi Financial, we believe in working for you—not for insurance companies or other financial institutions. Our mission is to help people achieve financial independence with unparalleled integrity and financial planning skills.

Being an independent financial planning firm, we are not obligated to recommend any particular company’s investments to our clients. That means we continuously research the financial markets to find the best quality investments and insurance products to fit the needs of our clients. Every client’s circumstances are unique—and at Sgroi, that’s why you’re treated as such.

About Us

• GET TO KNOW US •

Address

965 Union Road, West Seneca, NY 14224

Phone

local: 716-674-6700

fax: 716-674-6822

Sgroi Financial, LLC BBB Business Review

Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities. The information being presented herein does not consider your particular investment objectives or financial situation and does not make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. This material is not intended to replace the advice of a qualified tax adviser or legal counsel. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.