Family business.
Family values.
At Sgroi, we’re a family owned firm that believes in treating our clients like family. We strive to carry on the legacy left behind by founder Joseph Sgroi and his son Jeffrey Sgroi by continuing to be active in our community and always “doing what is right” for the client. We understand that each client’s circumstances are unique, and it is our goal to provide for all financial planning needs.
Joe Sgroi
1943 – 2017
Jeff Sgroi
1970 – 2016
We have the experience to see the bigger picture, but we work to personalize a custom approach for every one of our clients. Whether you haven’t been in for a review recently, your circumstances have changed, or you have questions pertaining to your financial future, we would love to sit down and have a conversation. As always, we look forward to seeing you at your next appointment at our office conveniently located in Buffalo, NY.
The families of the Buffalo and WNY regions pride themselves on being a city of dedicated, hard-working good neighbors that look out for each other. This is the same service which we aim to give back to our clients. When you become a client of ours, you become a member of our Sgroi Financial family.
We have the experience to see the bigger picture, but we work to personalize a custom approach for every one of our clients. Whether you haven’t been in for a review recently, your circumstances have changed, or you have questions pertaining to your financial future, we would love to sit down and have a conversation. As always, we look forward to seeing you at your next appointment at our office conveniently located in Buffalo, NY.
The families of the Buffalo and WNY regions pride themselves on being a city of dedicated, hard-working good neighbors that look out for each other. This is the same service which we aim to give back to our clients. When you become a client of ours, you become a member of our Sgroi Financial family.
FIDUCIARY OATH
Our Pledge
To You
We believe in treating our clients with the highest of standards. We are committed to the following principles:
- We will always put our clients’ best interest first.
- We will act with the skill, care, diligence and good judgement of a professional.
- We will not mislead our clients and will provide full and fair disclosure of all important facts.
- We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
FIDUCIARY OATH
Our Pledge
To You
We believe in treating our clients with the highest of standards. We are committed to the following principles:
- We will always put our clients’ best interest first.
- We will act with the skill, care, diligence and good judgement of a professional.
- We will not mislead our clients and will provide full and fair disclosure of all important facts.
- We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
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.