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Fragasso Staff

With more than 40 employees and over 100 years of combined experience, the Fragasso team looks forward to helping you reach your financial goals.

Executive Team

Financial Advisors

Portfolio Management and Financial Planning

Marketing

Retirement Plan Advisors

Accounting and Human Resources

Client Account Administration

You like what you've seen. What's next?

If our approach to personalized, holistic financial planning that is free from investment bias sounds good to you, then now is the time to take the next steps toward your financial future. A credentialed financial advisor will contact you to have a high-level conversation about your current situation, expectations and needs.

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