Personal Financial Planning

As an investor, you have goals:

• You want to protect your assets and see them grow
• If you have children or grandchildren, you want to provide them with quality education
• You want a certain quality of lifestyle during your earning years
• You want a retirement that lets you enjoy yourself without financial worry

We understand these goals. We also recognize that at several critical points throughout the life cycle of an individual, consulting a financial advisor can become a necessity. To meet these constant demands, we offer several services that respond to our clients’ needs at each of those crucial times.

These services include:

• Retirement Planning
• College Expense Planning
• Estate Planning
• Divorce Planning
• Mortgage and Home Equity
• Long Term Care
• Insurance
• Investing for Women

A thorough financial evaluation and a solid financial plan are essential for investment success. Click here to see Fragasso’s hallmarks of investment management

Our financial advisory services are customized to meet each client’s individual needs. And our team of portfolio managers, financial advisors and administrative professionals have a singular mission – to completely understand your financial situation so that they can create a strategy and plan to get you on track – and more importantly, to keep you on track.

Now accepting new clients with investable assets of $250,000 and above. Click here to begin.

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.