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Sgroi Financial Logo
Sgroi Financial CB Rank
1280278
Heat Score
49
Sgroi Financial is an independent financial planning firm.
Founded
obfuscation
Private Buffalo, New York, United States11-50 www.sgroifinancial.com/
Finance
Financial Services
Overview

Sgroi Financial
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Sgroi Financial

CB Rank
1280278
Sgroi Financial is an independent financial planning firm.
Founded
obfuscation
Private Buffalo, New York, United States11-50 www.sgroifinancial.com/
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 716-674-6700
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates customized financial plans based on clients' unique circumstances to help achieve their financial goals.
Investment Management
A service providing strategic guidance and management of clients' investment portfolios to align with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 17
News

News and Press

News•Nov 19, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

506

Interest Signals

TopicSurge Score
LG Ads Logo
LG Ads
80
Metaverse as a Strategy Logo
Metaverse as a Strategy
77
Pre-Money Valuation Logo
Pre-Money Valuation
76

Actively Used Products

16Sgroi Financial uses 16 technology products and services including HTML5, Vimeo, and  Apache Server, according to G2 Stack.

Active Website Tech Count

6Sgroi Financial is actively using 6 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  HSTS IncludeSubdomains PreLoad.
Sub-Organizations
Frequently Asked Questions

Where is Sgroi Financial's headquarters? Sgroi Financial is located in Buffalo, New York, United States.Who are Sgroi Financial's competitors? Alternatives and possible competitors to Sgroi Financial may include HighTower Advisors, Creative Planning, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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