Family business.
Family values.

At Sgroi, we’re a family owned firm that believes in treating our clients like family. We strive to carry on the legacy left behind by founder Joseph Sgroi and his son Jeffrey Sgroi by continuing to be active in our community and always “doing what is right” for the client. We understand that each client’s circumstances are unique, and it is our goal to provide for all financial planning needs.

Joe Sgroi

1943 – 2017

Jeff Sgroi

1970 – 2016

We have the experience to see the bigger picture, but we work to personalize a custom approach for every one of our clients. Whether you haven’t been in for a review recently, your circumstances have changed, or you have questions pertaining to your financial future, we would love to sit down and have a conversation. As always, we look forward to seeing you at your next appointment at our office conveniently located in Buffalo, NY.

The families of the Buffalo and WNY regions pride themselves on being a city of dedicated, hard-working good neighbors that look out for each other. This is the same service which we aim to give back to our clients. When you become a client of ours, you become a member of our Sgroi Financial family.


Our Pledge
To You

We believe in treating our clients with the highest of standards. We are committed to the following principles:

We will always put our clients’ best interests first.

We will act with the skill, care, diligence, and good judgment of a professional.

We will not mislead our clients and will provide full and fair disclosure of all important facts.

We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.