visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Sgroi Financial, Llc

    Get Full Access

    Description

    • We are a family owned firm that strives to treat our clients like a family. As a firm weve been at it for over 40 years. We are here for you now and will be here for you in the future. Our approach as a full service firm is to provide for all your financial planning needs. This includes your investments, retirement plans, education savings accounts, 401k and 403b advisory services, CDs, stocks, bonds, mutual funds, annuities, life, long term care and disability insurance, estate planning, divorce planning and more. If you have not been in for a review recently, if your circumstances have changed, if you have questions or would just like to speak with any of us please dont hesitate to call. Branch Office of Cadaret, Grant & Company, Inc. Member FINRA/SIPC. Sgroi Financial & Cadaret, Grant are separate entities.
    • location

      Headquarters:965 Union Road , Town Of West Seneca, New York, United States

      More
    • Sgroi Financial, Llc phone

      Phone Number: +1 716-674-6700

    • Sgroi Financial, Llc website

      Website: https://www.sgroifinancial.com

    • Sgroi Financial, Llc employees

      Employees:19

    • Sgroi Financial, Llc revenue

      Revenue:$1 - 10M

    • Sgroi Financial, Llc legal name

      Legal Name:Sgroi Financial, Llc

    • Sgroi Financial, Llc's Social Media

      Sgroi Financial, Llc linkedin Sgroi Financial, Llc facebook Sgroi Financial, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    Owner for Sgroi Financial, Llc

    Joe Sgroi

    Owner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Joe Sgroi

    Owner

    Urmas Lupkin

    Vice President Sales And Marketing

    Hanna Perillo

    Director Of Marketing

    Vincent Scarsella

    Director Of Research And Investment Development And Registered Representative

    Sara Clouden

    Business Manager

    Frequently Asked Questions regarding Sgroi Financial, Llc

    • Where are Sgroi Financial, Llc's Headquarters?

      Sgroi Financial, Llc's Headquarters are in 965 Union Road ,Town Of West Seneca,New York,United States

    • What is Sgroi Financial, Llc's phone number?

      Sgroi Financial, Llc's phone number is +1 716-674-6700

    • What is Sgroi Financial, Llc's official website?

      Sgroi Financial, Llc's official website is https://www.sgroifinancial.com

    • What is Sgroi Financial, Llc's Revenue?

      Sgroi Financial, Llc's revenue is $1 - 10M

    • What is Sgroi Financial, Llc's NAICS code?

      Sgroi Financial, Llc's NAICS code is 523930

    • How many employees are working in Sgroi Financial, Llc

      Sgroi Financial, Llc has 19 employees

    • What is Sgroi Financial, Llc's Industry?

      Sgroi Financial, Llc is in the industry of Financial Services

    • Who is Sgroi Financial, Llc's Owner?

      Sgroi Financial, Llc's Owner is Joe Sgroi

    Company Directory