Source: BUFFALO BUSINESS FIRST

Sgroi Financial: H. Joseph Sgroi to retire; three relatives will share ownership of financial planning firm

A change in ownership is underway at Sgroi Financial LLC with the impending retirement of the 43-year-old financial planning firm's founder. Sons Patrick and Jeffrey Sgroi and their uncle, John Clouden, are set to share ownership of the West Seneca-based company as H. Joseph Sgroi steps away from the firm he started in 1971. Currently the sole owner, the elder Sgroi is expected to officially retire before the end of the year. Patrick Sgroi said his father is leaving the firm due to health reasons.…

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Est. Annual Revenue
$100K-5.0M
Est. Employees
25-100
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