How Can We Serve You?

Whether you’re ready to begin planning for your financial future or you’re just looking to learn more about our products and services, we’re here to find solutions for all of your individual goals.

Schedule your first meeting right now:

If you don’t wish to schedule a meeting online, you can contact us directly via phone or fill out the contact form below. We look forward to working with you.


    965 Union Road
    Buffalo, NY 14224


    (716) 674-6700


    (716) 674-6822


    (800) 989-6710

      • GET TO KNOW US •

      Sgroi Financial, LLC BBB Business Review

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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.

      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.