Committed to Your Financial Future

In 1971, our founder Joseph Sgroi opened the doors to Sgroi Financial LLC to begin servicing the Western New York community. Since then, we’ve been helping people achieve financial independence—from helping you find the right coverage to making sure you’re invested in your future. What started as a family business has grown into a full-service independent financial planning firm that still strives to treat our clients like a family. In 2014, Joe officially retired and transitioned the business over to Patrick Sgroi (President) and John Clouden (Senior Vice President) who had both been with the firm for over 30 years. Today, we’re focused on the one thing that matters most: you. With a staff of 25 people servicing clients across the country, our approach as a full-service firm is to provide for all your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care. Ready to discuss your financial needs? Contact Us today.

• SEE HOW WE PLAN •

• OUR TEAM •

Partners

President
Registered Representative

Senior Vice President
Chief Compliance Officer
Registered Representative

Planners

Partner
Registered Representative

Vice President
Registered Representative

Registered Representative
Certified Financial Planner™
Certified Divorce Financial Analyst™

Registered Representative

Registered Representative
Certified Financial Planner™

Registered Representative
Registered Representative

Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative

Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative

Registered Representative

Registered Representative

Client Services Team

Client Services Team Lead
Administrative Support to John Clouden & Paul Hutchings

Administrative Support to
Jennifer Jurek, & Jeffrey Haxton

Administrative Support to Patrick Sgroi

Insurance Specialist
Administrative Support to Summer McKellar

Administrative Support to Sandy Turchiarelli 

Administrative Support to
Brian Clouden & Shawn McLaughlin

Administrative Support 

Research Team

Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative

Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative

Research Analyst
Registered Representative

Finance & Administration

Vice President of Sales & Marketing
Business Manager
Operations & Compliance Consultant
Director of Marketing

Insurance Specialist
Administrative Support to Summer McKellar

Reception

Reception

Our Founder

Founder