Fragasso Financial Advisors

Financial Services - Pittsburgh, PA, US

Fragasso Financial Advisors Employees
Christine Erimias

Chief Financial Officer and Chief Operating Officer

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Yvette Dirani

Director of First Impressions

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James Danko

Vice President & Chief Compliance Officer

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Mike Fertig

Senior Vice President

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Robert Fragasso

Chairman and Chief Executive Officer

Contact Robert Fragasso

Leigh Fleming

Retirement Plan Account Specialist

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Fragasso Financial Advisors Senior Management
Christine Erimias

Chief Financial Officer and Chief Operating Officer

Contact Christine Erimias

Robert Fragasso

Chairman and Chief Executive Officer

Contact Robert Fragasso

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Fragasso Financial Advisors Details

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.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 4 offices which are located in downtown Pittsburgh, Wexford, Bethel Park 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 logo, Fragasso Financial Advisors contact details
Employees: 50 - 99
HQ: 412-227-3200
Location: Pittsburgh, PA, US
Revenue: 20 - 50 Million
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