Fragasso Financial Advisors
Financial Services
Sewickley, Pennsylvania, United States
41 employees
- Employees
- 41
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Fragasso Financial Advisors Overview
- Headquarters
- Sewickley, Pennsylvania, United States
- Phone Number
- Available in AeroLeads
- Website
- fragassoadvisors.com
- Industry
- Financial Services
- Employees
- 41
- Founded
- 1972
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Fragasso Financial Advisors
Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. 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 employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.
Fragasso Financial Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Fragasso Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jim Sinegal | Senior Investment Analyst at Fragasso | Pittsburgh, Pennsylvania, United States |
Email
|
| Daniel Dingus Cfp®, Cap®, Mba, Aif® | President, Executive Director | Pittsburgh, Pennsylvania, United States |
Email
Phone
|
| Christine Erimias | Chief Financial Officer | Wexford, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Executive
10 profiles
Individual contributor
4 profiles
Director
2 profiles
Manager
2 profiles
Senior / Lead
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 9 | 9 | 6 |
| Finance | 4 | 4 | 2 |
| Marketing | 1 | 1 | 1 |
| IT | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Fragasso Financial Advisors Tech Stack
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