This year, Sgroi Financial is excited to announce the celebration of 50 years in business!
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!
• CELEBRATING 50 YEARS OF SERVICE •
• WNY LIVING – PATRICK SGROI •
January 19, 2021
Patrick Sgroi discusses the milestone of 50 years in business.
• WNY LIVING – JOHN CLOUDEN •
November 30, 2020
John Clouden discusses the factors of working with a financial advisor.
• Sgroi Financial “Financial Goals” •
Reaching your goals in life take preparation, dedication and hard-work. Let Sgroi Financial provide the assistance to get you to where you want to be.
• Joe’s Retirement Celebration •
October 12, 2017
Clients & friends congratulate Joe on his retirement.
• H. Joseph Sgroi Tribute •
September 3, 2017
A video tribute to our founder, Joe Sgroi.
• Jeffrey M. Sgroi Tribute •
February 11, 2016
A video tribute to our family member & friend, Jeff Sgroi.
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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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