FINANCIAL_SERVICESAPPROVED

Elmsford Union Free School District Awards Financial Services Contract to Sgroi Financial Llc (including Roth) (July 2025)

Sgroi Financial LLC, including Roth options, was approved as a tax shelter annuity provider for the 2025-2026 school year for Elmsford school district employees.

Status
APPROVED
Document date
July 8, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Sgroi Financial Llc (including Roth)
Agency
Elmsford Union Free School District · NY

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2025-2026 school year
Renewal date
2026-06-30
Renewal
Designation covers the 2025-2026 school year only unless reauthorized.
Document type
Agenda
Source document
elmsford-ufsd-agenda-annual-reorganization-vendor-appointments-jul-8-2025_7ed.md

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Elmsford Union Free School District?

Sgroi Financial Llc (including Roth) was awarded this financial services contract by Elmsford Union Free School District, as recorded on July 8, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in elmsford-ufsd-agenda-annual-reorganization-vendor-appointments-jul-8-2025_7ed.md (Agenda), dated July 8, 2025 from Elmsford Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sgroi Financial Llc (including Roth) hold?

Sgroi Financial Llc (including Roth) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Sgroi Financial Llc (including Roth)'s profile

What is Elmsford Union Free School District currently buying?

Explore Elmsford Union Free School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Elmsford Union Free School District's profile

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