Fragasso Financial Advisors has been making the financial success of our clients personal for over four decades. While the company has grown to be a successful independent investment planning firm, one thing has remained constant - our commitment to the highest level of personal service.
Fragasso works primarily on a platform of holistic financial planning. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning.
Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employees approximately fifty professionals with 4 offices which are located in downtown Pittsburgh, Wexford, Bethel Park and at the Shoppes at Cool Springs.
The financial consultants at Fragasso Financial Advisors are registered representatives with and securities offered through LPL Financial, member SIPC, www.sipc.org.
Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which the financial consultants affiliated with Fragasso Financial Advisors are registered to do business, please visit www.fragassoadvisors.com.
- Company Name:Fragasso Financial Advisors
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Headquarters: (View Map)Pittsburgh, PA, United States
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Financial Services
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10 - 50 employees
- 10151307 Global Rank
- 2329214 United States
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Search88.19%
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Direct10.52%
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Referrals1.29%
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Display0.00%
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- United States 58.6%
- Canada 22.2%
- Business Brokers
- National Companies
- 50 Downloads
- 10 SDKs
- 0 Total reviews
- App Url: https://play.google.com/store/apps/details?id=com.advisorlynx.mobileadvisor.fragasso
- App Support: http://www.fragassoadvisors.com
- Genre: business
- Bundle ID: com.advisorlynx.mobileadvisor.fragasso
- App Size: 8.01 M
- Release Date: June 1st, 2018
- Update Date: June 1st, 2018
Description:
As a client of Fragasso, you can receive on the go access to your accounts through Fragasso Mobile. Our app provides all of the same functionality as the Fragasso online client portal, such as:
• View account balances, performance and holdings
• Receive your monthly statements
• Easily contact your financial advisor
• Stay connected to Fragasso by receiving our blog directly in the news feed section
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