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 20 years.
Today, we’re focused on the one thing that matters most: you. With a staff of 23 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
Patrick Sgroi
President
John Clouden
Senior Vice President
Chief Compliance Officer
Planners
Brian Clouden
Vice President
Shawn McLaughlin
Vice President
Jennifer Jurek
Certified Financial Planner™
Certified Divorce Financial Analyst™
Summer McKellar
Senior Research Analyst
Registered Representative
Jeffrey Haxton
Certified Financial Planner™
Sandy Turchiarelli
Registered Representative
Client Services Team
Leah Dukat
Assistant to John Clouden
Andrea Korcz-Ross
Assistant to Brian Clouden
Cassie Scibran
Assistant to Jennifer Jurek
& Jeffrey Haxton
Research Team
Anthony Day
Financial Research Analyst
Paul Hutchings
Financial Research Analyst
Marketing Director
Vincent Scarsella
Financial Research Analyst
Finance & Administration
Urmas Lupkin
Vice President Sales & Marketing
Sara Clouden
Business Manager
Nina Evans
Operations & Sales Support Associate
Our Founder
Address
Phone
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