Jeffrey Haxton

Certified Financial Planner™
Dave Ramsey Smart Vestor Pro

Certified Financial Planner™ and a Dave Ramsey SmartVestor Pro, Jeffrey takes pride in developing a financial plan tailored to each client’s personal needs. He provides ethical and effective financial solutions for investing, retirement planning, estate planning, debt-free lifestyles, insurance needs, as well as helping clients and their families create and preserve wealth.

Jeffrey Haxton

Registered Representative
Certified Financial Planner™


University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations

Professional Experience

Currently holds the following licenses:
• Series 6
• Series 7
• Series 63
• Series 66
• Life, Accident, and Health Insurance
• NYS Long-Term Care Partnership

Has been with Sgroi Financial since 2010

Contact Information

Assistant Contact Information

Sgroi Financial, LLC BBB Business Review

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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