Sgroi Financial

(on union road)
Financial and Investment Services in West Seneca, NY
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:30PM
Tuesday
8:00AM - 5:30PM
Wednesday
8:00AM - 5:30PM
Thursday
8:00AM - 5:30PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

965 Union Road
West Seneca, NY
14224

About

At Sgroi, we believe in working for you—not for insurance companies or other financial institutions. Our mission is to help people achieve financial independence with unparalleled integrity and financial planning skills.

Being an independent financial planning firm, we are not obligated to recommend any particular company’s investments to our clients. That means we continuously research the financial markets to find the best quality investments and insurance products to fit the needs of our clients. Every client’s circumstances are unique—and at Sgroi, that’s why you’re treated as such.

Photos

Sgroi Financial Photo

Services

  • Planning
  • Protection
  • Investments
  • Teacher Resources

Latest

It's wise to update your computer privacy settings & set passwords for virtual communication platforms to prevent malware attempts. #cybersecurityawareness 🚨💻
Your home computers should be equipped with a good anti-virus software to scan & catch unwanted malware that may have appeared from a cyber-attack attempt. 🚨💻 #cybersecurityawareness
As many schools offer virtual learning this year, students may communicate with teachers & peers via email. 📨 Look out for email spoofs that may ask for personal info or other types of hacks. 🚨
With many of our children going to school remotely this year, it's important to teach them about cyber-security. 💻🚨 Learn more about protecting your family from suspicious computer activity. #PlanProtectInvest SGROIFINANCIAL.COM How to Protect Your Children from Cyber-Attacks
We are a proud local supporter of teachers, assisting over 3,000 clients from over 100 school districts with their 403(b) plans. ✏️ For more information, check out our website! 👍 SGROIFINANCIAL.COM Teacher Benefits | Sgroi Financial, LLC
For more info about internet safety for your family, check out the Federal Trade Commission's full list of information about protecting kids online. #cybersafety 💻👍 CONSUMER.FTC.GOV Protecting Kids Online
Ask your children, “How’s the computer running?” and “Did you get any emails from your teacher today?” to keep in contact on potential cyber-threats. 📨🚨 #cybersecurityawareness
Check out how one of our #PencilProject2020 winners utilized her winnings for her classroom at Benjamin Franklin Elementary! 🍎✏️ We hopes your classroom enjoys the new school supplies! 😍👍 Robyn Brydalski‎Sgroi Financial LLC September 28 at 2:44 PM · Thank you, Sgroi Financial! I was able to update my classroom library with some fabulous read alouds, purchase flexible seating options for when my students return and grab some much needed technology support for virtual teaching. #PencilProject2020
Talk with your kids about the severity of cyber-threats & what to be on alert for when using the computer. Prevention is the best way to avoid hacker attempts. #cybersecurity 💻👍
Want a recap on the 3rd Quarter market? Check out our latest blog article for more info! #PlanProtectInvest SGROIFINANCIAL.COM Third Quarter Market Update
As the election approaches, think of positive ways to improve your investment outlook: 🔹 Make changes for the right reasons 🔹 Create a long-term strategy based on goals 🔹 Be patient and persevere! #PoliticsvsInvesting #PlanProtectInvest
Medicare Open Enrollment is happening now through December 7, 2020! 🚨🌐 Looking to enroll or want a review of your current coverage? Meet with our Benefits Consultant, April, at no cost to you! 👍
Want our Quarterly Newsletters delivered right to your email inbox? 📨 Sign up on our website today to Go Paperless! #PlanProtectInvest SGROIFINANCIAL.COM Go Paperless | Sgroi Financial
Thumbs up if you got the Q3 Newsletter! 👍😍 To read about the latest happenings from the quarter, check out our website! 💻 SGROIFINANCIAL.COM The Sgroi Financial Newsletter | Sgroi Financial, LLC
With the presidential approaching, some investors worry it will cause extreme volatility in financial markets & impact their investments. Here's some insight on why politics & investing don't mix well together. #PlanProtectInvest SGROIFINANCIAL.COM Don't Play Politics with Your Portfolio
January is Financial Wellness Month! 📈 With a fresh start to the new year, now is a great time to make arrangements with your financial advisor to discuss your current or new goals. Schedule your appointment today! 😄 👍 SGROIFINANCIAL.COM Sgroi Financial, LLC | Independent Financial Planning Firm
Happy Anniversary to our Research Intern, Matt! Matt's done an amazing job this past year with studying our portfolios that we manage, as well as providing informative economic research! Thanks for always being a team player! 🥳👍
Today marks our 50 Year Anniversary! 🥳🎉 Our founder, Joseph Sgroi, opened the doors to Sgroi Financial in 1971 & began helping the WNY community achieve their financial goals. Cheers to 50 years! 👍😍 #PlanProtectInvest
Our advisors strive to ensure clients' goals are completed in a timely manner to better their financial wellbeing. From all of us at Sgroi Financial, we wish you a Happy Holidays and wonderful New Year! 🎉
Please keep in mind that our office hours will be modified to accommodate the upcoming holiday. Happy New Year! 🎉 Friday, January 1st: Office Closed
Update/Protect Your Estate in 2021: ✨ Review yearly & verify beneficiaries are set up correctly on all your financial accounts. ✨ If you have a will, review & keep that info up-to-date on a yearly basis. #FinancialResolutions2021 #PlanProtectInvest
A BIG thank you to The West Seneca Sun for writing a wonderful article highlighting our celebratory milestone of 50 years in business! #50YearAnniversary #PlanProtectInvest
Happy Anniversary, Michelle! 🥳🎉 Michelle loves being one of the first faces you see when you visit our office. She also enjoys catching up with clients & getting to know newcomers that walk through our door! Cheers to you, Michelle! 👍😊
Client Appreciation speaker, Bob Stein, is well-versed & knowledgeable from his many years of experience as a Deputy Chief Economist. Join us for his webinar event on Feb. 25th! Register your spot following the below link: https://us02web.zoom.us/meeting/register/tZwrdequqjkpH9KOQdzdV24ip9-6GM1eD30j
After high school, Joe went to college at University at Buffalo as a Business Major. While studying, he joined the Air Force Reserve. Joe graduated in 1964 with a Business degree at 20 years old. 🎓 #50YearAnniversary
On October 26, 2020 the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won't bring any major changes, there are some minor elements to note. #2021Limits #PlanProtectInvest SGROIFINANCIAL.COM 2021 Limits for IRAs, 401(k)s and More

Information

Company name
Sgroi Financial
Category
Financial and Investment Services

FAQs

  • What is the phone number for Sgroi Financial in West Seneca NY?
    You can reach them at: 716-351-8469. It’s best to call Sgroi Financial during business hours.
  • What is the address for Sgroi Financial on union road in West Seneca?
    Sgroi Financial is located at this address: 965 Union Road West Seneca, NY 14224.
  • What are Sgroi Financial(West Seneca, NY) store hours?
    Sgroi Financial store hours are as follows: Mon-Thu: 8:00AM - 5:30PM, Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.