HomeServices OverviewCase StudiesA President of a Privately-Owned Human Resources Company

A President of a Privately-Owned Human Resources Company

Her financial objectives include personal finance and retirement planning.

She makes the resolution to get her financial house in order. Now, because of Fragasso Financial Advisors, she feels more knowledgeable about personal finance and retirement matters. She feels confident in her future.

She begins her financial education with Fragasso Financial Advisors’s three-part seminar series titled “Can You Afford to Retire?” As part of the program, Fragasso Financial Advisors offers a free and comprehensive analysis of her finances. The resulting plan educates her in how much she should be saving and where to invest these savings to work toward retiring when and how she wants.

She feels increased confidence knowing that her financial present and future are being handled by a team of experienced financial planners, analysts and investment managers assembled to best meet her needs.

Maybe one of your resolutions is to more effectively manage your finances! If so, consider taking one of Fragasso Financial Advisors’ seminars or make an appointment with a financial advisor.

Our professional staff members approach every task with unparalleled thoroughness, integrity and competence.

Responsive Menu Image