Founded in 1971, Sgroi Financial, LLC is a New York-based financial services firm that provides a holistic, team-based approach to financial planning. The company's mission is to help clients build and protect their assets through a wide range of services, including investment management, retirement planning, insurance solutions, estate planning, and business planning. As an independent firm, they emphasize personalized strategies tailored to meet the unique goals and circumstances of each client.

Founded in

United States