Fragasso Financial Advisors

More About Fragasso Financial Advisors

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.