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.
Senior Financial Advisors