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

Revenue

$5.9 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
1
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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 MediaPopular SearchesSgroi Financial LLCSgroi FinancialDiscovery Advisory Group LLCSgroi Properties LLCSgroi Wealth Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

Sgroi Financial Org Chart

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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
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
2017
JB
James BakerFinancial Advisor
<$5M
1-10
Private
-
1979
Thomas Payant, Chairman & Chief Executive Officer at Payant Wealth Management Group
Thomas PayantChairman & CEO
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2005
PD
Patrick DowlinFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sgroi Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sgroi Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sgroi Financial.

Sgroi Financial financials insights

Gather financial insights about Sgroi Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Sgroi Financial Tech Stack

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Sgroi Financial News & Media

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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: Copper Canyon Wealth Management, Murphy Wealth Management, Waterford Advisors, Lifetime Investment Planning
What companies has Sgroi Financial acquired?
Sgroi Financial has acquired the companies: Sgroi Financial, Shoff Darby Insurance Agency, Henderson 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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