Fragasso Financial Advisors is a financial planning and investment management firm headquartered in downtown Pittsburgh, Pennsylvania with has four additional suburban branch locations. Founded in 1972, the firm is employee-owned, independent, and primarily fee-based. Fragasso Financial Advisors provides a comprehensive list of services to individuals, families, non-profit organizations, institutions, and business owners, such as financial planning, estate planning, business succession planning, investment management, and education funding. Those looking to access these services can do so virtually by setting up a consultation with a local representative at the Beaver, PA office.
Early 2020, when the pandemic hit the United States, Fragasso Financial Advisors decided to close their branches and conduct business remotely. Although initially the move was to be temporary, the unforeseen events resulted in an extended closure. Fortunately, the firm had a business contingency and continuity plan in place prior to the pandemic, which allowed them to act quickly and continue business as usual. Their use of superior, secure technology and flexibility has allowed them to adapt and remain fully operational while remote. Fragasso Financial Advisors continues to provide client updates, remaining fluid and accessible through this period.
Fragasso Financial Advisors has been actively monitoring the situation, with client and employee health remaining a top priority. Although they are conducting in-person visits by request only, the virtual consultation appointments will continue to provide services such as retirement planning, tax planning strategy, and comprehensive estate planning.
Currently, Fragasso Financial Advisors has $1.8 billion under management and non-advisory assets combined, representing approximately 2000 households. In line with their client-centric culture, Fragasso Financial Advisors decided to limit in-person visits in the clients’ best interest.
The staff at the Fragasso Financial Advisors Beaver, PA location includes Paul Mehno, Colette Griffith, and Rachel Weaver. The team is fully capable of assisting clients and prospects virtually until the full reopen date is announced, which is anticipated to be after Labor Day. To set up a virtual consultation, you can fill out the contact form online or by calling 412-227-3200. Fragasso Financial Advisors will continue to provide updates regarding the reopening of the remaining branches on their website.
About Fragasso Financial Advisors:
Fragasso Financial Advisors, Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm. For more information on the series, visit https://www.fragassoadvisors.com/
Investment Advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
Company Name: Fragasso Financial Advisors
Contact Person: Marsha Posset
Email: Send Email
Address:433 State Avenue
Country: United States