Sgroi Financial, LLC

EST. AUM
$1,357,154,362

CONTACTS
1

CLIENT ACCOUNTS
7,676

Firm Details

Metro area New York City
CRD Number 289764
Website sgroifinancial.com
Client types

Overview

In 1971, its founder, Joseph Sgroi, opened the doors to Sgroi Financial LLC to begin servicing the Western New York community. Since then, the firm has been helping people achieve financial independence—from helping clients find the right coverage to making sure they are invested in their future. What started as a family business has grown into a full-service independent financial planning firm that still strives to treat its clients like family. In 2014, Joe officially retired and transitioned the business over to Patrick Sgroi (President) and John Clouden (Senior Vice President) who had both been with the firm for over 20 years. Today, the firm is focused on the one thing that matters most: its clients. With a staff of 25 people servicing clients across the country, its approach as a full-service firm is to provide for all financial planning needs. This includes everything from investments and retirement plans to life insurance and long-term care.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sgroi Financial, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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