Western New York's Independent Financial Planning Firm
We know that good advice is hard to find -- that’s why WYRK brings you the finance pros from Sgroi Financial on “Ask A Finance Pro” every Wednesday.
Sgroi Financial is a full-service, independent financial planning firm proudly serving the Western New York area since 1971. They offer services that will help you achieve your financial goals including retirement planning, investing, estate planning, college planning and insurance. They help individuals, families, retirees, working adults, young adults and businesses.
"Thank you for listening to Sgroi Financial on WYRK. Our goal is to educate and assist those who are seeking financial planning. Myself along with our seven other Financial Planners are available to answer your questions on-air or during an in-person meeting. If you’d like to learn more about us and set up an appointment, please visit our website: www.sgroifinancial.com."
Patrick Sgroi, President
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. Check out the background of our investment professionals on FINRA’s BrokerCheck. We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA