Patrick Sgroi

Partner

About

As a Partner, Patrick specializes in retirement planning, 403 (b)/tax sheltered annuities, estate planning, and life, disability, and long-term care insurance.

Experience

With 30+ years of experience, Patrick brings extensive expertise in creating financial strategies that foster long-term growth and stability. He follows the footsteps of his father, Joe Sgroi, founder of Sgroi Lawley, prioritizing integrity and independence as core principles of effective financial planning. Patrick has a proven track record of helping clients navigate complex financial decisions, while also giving back to the community through leadership and mentorship. Additionally, he is skilled in NYS Long-Term Care Partnership. Has been with Sgroi Lawley since 1992.

Accreditation

Patrick holds FINRA Series 7 & 63 licenses with LPL Financial, and a NYS Life, Accident, and Health License. He is a Certified Business & Distributive Education Teacher for K – 12, and is involved in the Million Dollar Round Table, the world’s leading life insurance & financial service association.

Education

Alfred University – Alfred, NY

Community

Patrick has been deeply involved in his community through various leadership roles. He is the Founder and President of the Jeffery Michael Sgroi Foundation, and currently serves as a board member for St. Francis High School and Orchard Park Country Club. Additionally, Patrick is an emeritus member of the PUNT Foundation and First Tee of WNY, reflecting his longstanding dedication to these organizations.