Fragasso Financial Advisors’ North Hills, PA, branch location has been successfully conducting business virtually for the past year. Virtual meetings were on the uptick shortly after the outbreak of COVID-19, and we will continue to limit in-person meetings as a precaution to keep clients, prospects and staff safe.
Fragasso Financial Advisors is a financial planning and investment management firm headquartered in downtown Pittsburgh, Pennsylvania with 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 North Hills office in Wexford, PA.
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’ North Hills, PA location includes William Wolfe, TJ Drost, Mallory Labik, Andrew Madden, and Brooke Baressi. 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:11269 Perry Hwy building 430
Country: United States