Fragasso Financial Advisors

EST. AUM
$2,831,366,332

CONTACTS
7

CLIENT ACCOUNTS
5,753

Firm Details

Metro area Pittsburgh
CRD Number 123255
Website fragassoadvisors.com
Client types

Overview

Fragasso Financial Advisors has been dedicated to the financial success of its clients for over four decades. As a prominent independent investment planning firm, it maintains a steadfast commitment to delivering the highest level of personal service. The firm operates primarily on a holistic financial planning platform and is predominantly fee-based in its investment management approach. Its diverse clientele includes individuals, families, business owners, corporations, non-profits, and endowments, and it offers a comprehensive range of financial planning services such as retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning, and long-term care planning. Under the leadership of Chairman and Chief Executive Officer Bob Fragasso, the firm combines the extensive resources of a large organization with a focused attention to the unique needs of its clients and their families. Fragasso Financial Advisors employs approximately fifty professionals across five offices located in downtown Pittsburgh, Beaver, McMurray, Wexford, and the Shoppes at Cool Springs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fragasso Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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