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.
• SEE HOW WE PLAN •
• OUR TEAM •
Partners
Patrick Sgroi
President
Registered Representative
John Clouden
Senior Vice President
Chief Compliance Officer
Registered Representative
Planners
Brian Clouden
Vice President
Registered Representative
Shawn McLaughlin
Vice President
Registered Representative
Jennifer Jurek
Registered Representative
Certified Financial Planner™
Certified Divorce Financial Analyst™
Summer McKellar
Registered Representative
Jeffrey Haxton
Registered Representative
Certified Financial Planner™
Sandy Turchiarelli
Registered Representative
Paul Hutchings
Registered Representative
Vincent Scarsella
Director of Research & Investment Development
Registered Representative
Client Services Team
Leah Dukat
Client Services Team Lead
Administrative Support to John Clouden
Andrea Korcz-Ross
Administrative Support to Brian Clouden & Shawn McLaughlin
Cassie Scibran
Administrative Support to Sandy Turchiarelli, Jennifer Jurek, & Jeffrey Haxton
Nicole Switzer
Administrative Support to Patrick Sgroi
T. White
Administrative Support
Jessica Sparks
Administrative Support
Research Team
Vincent Scarsella
Director of Research & Investment Development
Registered Representative
Matthew McAnulty
Junior Research Analyst
Finance & Administration
Urmas Lupkin
Vice President of Sales & Marketing
Sara Clouden
Business Manager
Nina Evans
Operations & Compliance Consultant
Hanna Perillo
Marketing Director
Administrative Support
Erika Vranjes
Insurance Specialist
Michelle Olewine
Reception
Maria Weimer
Reception
Christa Sgroi
Reception
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.
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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.