Paul specializes in retirement planning, 403 (b)/annuities, 401(k) rollover services, estate planning, college planning, life insurance, and cash flow analysis/budgeting. Has been with Sgroi Lawley since 2017.
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Experience
Paul is dedicated to developing financial plans tailored to each client’s unique goals and needs. By working closely with clients, he creates practical strategies to help them work towards long-term financial goals. Through continuous support and guidance, Paul helps clients navigate life’s evolving financial milestones.
Accreditation
Paul holds FINRA Series 7 & 66 licenses with LPL Financial. Paul also holds a NYS Life, Accident, and Health License.
Education
Paul earned a bachelor’s degree from University at Buffalo.
Community
Paul further supports his alma mater, the University at Buffalo, as he is a member and an ambassador for the Buffalo-Niagara Chapter Alumni Association and a regional leader for the College of Arts and Sciences. He also serves as a volunteer for Kids Escaping Drugs and Meals on Wheels, West Seneca.
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