Jennifer Jurek

Senior Wealth Manager
Certified Financial Planner ®
Certified Divorce Financial Analyst™

About

Jennifer specializes in retirement planning, investment strategies, divorce financial analysis, estate planning, female financial wellness, life insurance, and college planning.

Schedule a Meeting with Jennifer Jurek!

Experience

With 20+ years of experience, Jennifer is committed to helping clients pursue their financial goals. Whether assisting with asset management, investment planning, or specialized retirement and estate strategies, Jennifer works closely with each client to develop a personalized plan tailored to specific needs and objectives. Has been with Sgroi Lawley since 2004.

Accreditation

Jennifer holds FINRA Series 6, 7, 24, & 63 licenses with LPL Financial, and a Life, Accident, and Health License. She is a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Divorce Financial AnalystTM (CDFATM), and Registered Representative.

Education

Jennifer earned a bachelor’s degree from Canisius University.

Community

Jennifer is a board member of West Seneca Finance Academy, and a member of WNY Collaborative Law Professionals, Financial Planning Association of WNY, and International Academy of Collaborative Professionals (IACP).