• 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.
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.
WESTERN NEW YORK’S
Independent Financial Planning Firm
At Sgroi, 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.
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.
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.
We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA