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 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.
• OUR TEAM •
Partners
Patrick Sgroi
Registered Representative
John Clouden
Chief Compliance Officer
Registered Representative
Planners
Shawn McLaughlin
Partner
Brian Clouden
Registered Representative
Jennifer Jurek
Certified Financial Planner™
Certified Divorce Financial Analyst™
Summer McKellar
Jeffrey Haxton
Registered Representative
Certified Financial Planner™
Sandy Turchiarelli
Paul Hutchings
Vincent Scarsella
Certified Financial Planner™
Registered Representative
Director of Research & Investment Development
Client Services Team
Leah Dukat
Administrative Support to John Clouden
Cassie Scibran
Nicole Switzer
Erika Vranjes
Administrative Support to Summer McKellar
Jessica Sparks
Administrative Support to Paul Hutchings & Sandy Turchiarelli
Theresa Simmons
Administrative Support to Brian Clouden & Shawn McLaughlin
Research Team
Vincent Scarsella
Certified Financial Planner™
Registered Representative
Director of Research & Investment Development
Matthew McAnulty
Finance & Administration
Urmas Lupkin
Sara Clouden
Nina Evans
Abbygail Clouden
Director of Marketing
Erika Vranjes
Administrative Support to Summer McKellar
Michelle Olewine
Maria Weimer
Christa Sgroi
Our Founder
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.
Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.