WE MAKE OUR CLIENT'S
FINANCIAL SUCCESS
PERSONAL
In today's unpredictable, volatile investment climate, it takes a solid plan, coupled with an implementation strategy based on asset allocation modeling that can help you reduce risk and position your investments for the greatest opportunity for long-term success.
At Fragasso Financial Advisors, we combine knowledge, methodology, experience and a collaborative working environment to help you work towards your goals - and each client experience is customized to meet your individual needs. That's what we mean by personal. And that's what makes us different.
Another thing that makes us different is that we operate under the philosophy that what's good for our clients is also what's best for our firm. Here's why:
- We are a fee-based planning firm and financial
advisors share in our firm's profitability instead of receiving individual commissions. - We sell no internal, proprietary products.
- We are a full-service firm.
What this means for you:
- Our financial advisors earn a salary and share in the profitability of our firm.
This means that we have a vested interest in seeing your assets and wealth grow.
- Because we have no proprietary products, we do not "sell" anything to you.
We make investment recommendations only after considering a wide range
of investment products, and always with your best interests in mind. - As a full-service firm, we have the capabilities to meet all individual and
organization financial planning needs.
As a result of our unique structure, we are team oriented. Our payment structure allows for no internal competition for clients. This means that we will assemble the best team to help meet the full range of your financial needs.1
And that team will stay constant because continuity throughout the financial process is imperative. And you will always feel in the informed - Our clients receive an LPL Financial monthly client account statement and quarterly management report that contains detailed information about their account(s). We want our clients to be informed because we want them to be an active part of the process.
For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here.
We make your financial success personal.
1Although our advisors are compensated by salary, purchases of securities will still incur fees and/or commissions