Committed to Your Financial Future

In 1971, our founder Joseph Sgroi opened the doors to Sgroi Financial LLC to begin servicing the Western New York community. Since then, we’ve been helping people achieve financial independence—from helping you find the right coverage to making sure you’re invested in your future. What started as a family business has grown into a full-service independent financial planning firm that still strives to treat our clients like a family. In 2014, Joe officially retired and transitioned the business over to Patrick Sgroi (Partner) and John Clouden (Partner) who had both been with the firm for over 30 years. In 2024, we partnered with Lawley to form Sgroi Lawley, combining our financial planning expertise with Lawley’s insurance and risk management services to provide clients with even more comprehensive solutions. Today, we’re focused on the one thing that matters most: you. With a staff of 29 people servicing clients across the country, our approach as a full-service firm is to provide for all your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care.

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