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.
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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.
Company Details
- Employees
- 41
- Founded
- -
- Address
- 2200 Georgetown Drive, Sewickley,pa 15143,united States
- Phone
- +1-412-227-3200
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fragassoadvisors.com
- Keywords
- investment management, retirement, estate, financial planning, wealth management, long-term care planning, nonprofit asset management, retirement plan advisors.
- HQ
- Sewickley, PA
Fragasso Financial Advisors Questions
Fragasso Financial Advisors's helpline number is +1-412-227-3200
Fragasso Financial Advisors's website is fragassoadvisors.com
Fragasso Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/fragassoadvisors
Fragasso Financial Advisors has
41 employees.
View email and phone details for 41
employees at Fragasso Financial Advisors.
Fragasso Financial Advisors's industry is
Financial Services
Fragasso Financial Advisors's top competitors are
Waldron Private Wealth,
Jfs Wealth Advisors,
Hbks Wealth Advisors,
Fort Pitt Capital Group,
Snow Capital Management L.p.,
Allegheny Financial Group,
The Coury Firm,
Gibson Capital, Llc,
Confluence Financial Partners,
Hefren-Tillotson, Inc..
Fragasso Financial Advisors's categories are Financial Services
Fragasso Financial Advisors's founding year is 1972
