As a team of financial planners, investment managers, analysts, insurance personnel and investment professionals offering the level of service of a small firm but also the capabilities and credibility of a large firm, we have been serving clients for over thirty-three years.
And, although the firm is named for the founder and President, Bob Fragasso, Fragasso Financial Advisors maintains a unique management structure comprised of three managing directors. This management structure ensures that changes in personnel will not affect the continuity of supervision for client accounts. In addition, this management team guarantees that the distinctive methodology of the firm is perpetuated for years to come. This means that, hopefully, 50 years from now the same reasons you chose Fragasso Financial Advisors to help guide you toward your life goals will be the same reasons that attract your children and grandchildren to the firm. The continuation of Fragasso Financial Advisors, its methodology and operational structure, also works to layer our expertise in a variety of essential areas. Longevity equals experience and experience equals the ability to guide you toward your financial life goals most effectively.
We have experienced stock market crashes, recessions, and bull and bear markets. Through it all we provided and will continue to provide comprehensive personalized financial assistance. We offer a service designed to reflect your personal objectives. We have the experience to meet your needs as an individual, an employer or both. We do the research and analysis for you and make conclusive recommendations. You make the executive decisions.
With more than $670 million in assets under management, representing more than 1,500 households, corporations and retirement plans, we have a proven track record.
For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here.
We make your financial success personal.