Memories
Our founder, Joseph Sgroi, started this business in 1971, and we are so grateful to see how the firm has grown tremendously over the past five decades. Since the beginning, Joe built the success of this business by providing honest financial advice with unparalleled integrity to each one of his clients. This message still resonates as our top priority for each of our clients.
As we embrace this year-long celebration, we also reflect on the memories we have created with our amazing staff. Sgroi Financial is thankful for the dedicated employees that have helped the firm reach this success, and we cannot wait to see what the future holds for us as the years progress!

Joe's Major Community & Professional Accomplishments
- 1985 West Seneca Jaycees Man of the Year
- 1988 West Seneca Chamber of Commerce Citizen of the Year
- 1992 West Seneca Chamber of Commerce Business of the Year
- 2001 Member of Buffalo Baby Joe Mesi Ringleaders
- 2001 Charter Member of Erie Community College Football Program
- 2002 Trocaire College’s Reflections Award Recipient
- Life & qualifying member of the Elite Million Dollar Round Table, its Court of the Table, and Lifetime member of the most prestigious Top of the Table
- Cadaret, Grant & Co. Top Ten advisor for over 25 years, and 1 of 4 inaugural members inducted into their Hall of Frame
- President & Treasurer, West Seneca Rotary Foundation
- West Seneca Rotary Club Honorary Life Member, President, Chairman of the Board, Area II Chairman
- Honored by Rotary with distinguished Paul Harris Fellow award for outstanding humanitarian achievements
- President and Chairman of the Board of Directors of the West Seneca Chamber of Commerce
- Board of Directors (NYS) consultant lecturer & judge at regional state & national competitions for Distributive Education Clubs of America (D.E.C.A.) 1994-2002
- Co-Chairman Finance Academy West Seneca Schools
- President, The Mercy Hospital Foundation Board of Directors
- Sisters of Mercy Development Council Board of Directors, Chairman
- WNY Child Abuse Prevention Campaign (“Have You Hugged Your Kids Today?”)
- West Seneca Youth Baseball Coach/Manager for 14 years
- Established the Harvest Hill Golf Course, including the First Tee of WNY, one of the largest First Tee programs in the nation.
Sgroi Financial: A Family of Employees
Check out some of our favorite memories with our amazing staff!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.
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