With numerous years of service in financial planning and investing, Brian helps his clients understand the importance of systematically creating, growing, preserving and protecting wealth through appropriate high-quality investment opportunities. He is also uniquely qualified in matters concerning local, state and federal government as well as educational employees.
Canisius College – Buffalo, NY
D’Youville College – Buffalo, NY
Currently holds the following licenses:
• Series 7
• Series 63
• Life, Accident, and Health Insurance
Has been with Sgroi Financial since 2001
Assistant Contact Information
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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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