Sgroi Financial

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

965 Union Rd, West Seneca, New York, 142...

Phone Number

(716) 674-6700

Website

www.sgroifinancial.com

Revenue

$5.9 Million

Industry

Finance Insurance Securities Trading

About Sgroi Financial

Sgroi Lawley, LLC is an independent financial planning firm dedicated to helping clients achieve financial independence through personalized planning and integrity. They offer a variety of services including financial planning, insurance coverage, and investment guidance tailored to each client's unique needs. Focused on the Western New York area, their mission is to provide holistic and customized financial solutions without being tied to specific investment companies. The firm emphasizes the importance of protecting vital assets while preparing for future financial decisions.Explore more
Sgroi Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sgroi Financial Org Chart

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PS
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Patrick Sgroi

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sgroi Financial

$5.9M
11-50
Private
<$5M
1971
PS
Patrick SgroiPresident
Waterford Advisors
<$5M
11-50
Private
-
1998
GK
Gregory KozerskiPresident
Forthright Wealth Plannin...
<$5M
11-50
Private
-
2017
AC
Anthony CapristoManaging Partner, CERTIFIED FINANCIAL PLANNER
Payant Wealth Management ...
<$5M
1-10
Private
-
1979
Thomas Payant, Chairman & Chief Executive Officer at Payant Wealth Management Group
Thomas PayantChairman & CEO
Illustration of an envelope

Sgroi Financial Tech Stack

A closer look at the technologies used by Sgroi Financial

goo.gl

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WordPress.org

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Automattic
reCAPTCHA

By

Google
PHP

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PHP
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Frequently Asked Questions Regarding Sgroi Financial

What is Sgroi Financial's official website?
Sgroi Financial's official website is www.sgroifinancial.com What is Sgroi Financial's Revenue?
Sgroi Financial's revenue is $5.9 Million What is Sgroi Financial's SIC code?
Sgroi Financial's SIC: 62,628 What is Sgroi Financial's NAICS code?
Sgroi Financial's NAICS: 52,523 How many employees does Sgroi Financial have?
Sgroi Financial has 11-50 employees What industry does Sgroi Financial belong to?
Sgroi Financial is in the industry of: Finance, Insurance, Securities Trading What is Sgroi Financial competition?
Sgroi Financial top competitors include: Waterford Advisors, Forthright Wealth Planning, Payant Wealth Management Group What companies has Sgroi Financial acquired?
Sgroi Financial has acquired the companies: Sgroi Financial, Henderson Insurance Agency, Shoff Darby Insurance Agency, Lawley Genesee What technology does Sgroi Financial use?
Some of the popular technologies that Sgroi Financial uses are: goo.gl, WordPress.org, reCAPTCHA, PHP How do I contact Sgroi Financial?
Sgroi Financial contact info: Phone number: (716) 674-6700 Website: www.sgroifinancial.com What does Sgroi Financial do?

Sgroi Lawley, LLC is an independent financial planning firm dedicated to helping clients achieve financial independence through personalized planning and integrity. They offer a variety of services including financial planning, insurance coverage, and investment guidance tailored to each client's unique needs. Focused on the Western New York area,... their mission is to provide holistic and customized financial solutions without being tied to specific investment companies. The firm emphasizes the importance of protecting vital assets while preparing for future financial decisions.Read More

 What are Sgroi Financial social media links?
Sgroi Financial Linkedin page Sgroi Financial Twitter page Sgroi Financial Facebook page Is Sgroi Financial a public company?
Sgroi Financial is private company therefore does not currently have an official ticker symbol
See more information about Sgroi Financial

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