Client Success stories

A married couple, successful owners of a pharmacy distributing nationally.

Their financial objectives include the transition of funds after the sale of the business, retirement, college-expense and estate planning

They decide to sell their business. They know they need expert financial advice during this period. They interview several financial planning and investment firms before deciding on Fragasso Financial Advisors, a well-respected, knowledgeable, experienced and uniquely run Pittsburgh-based financial firm.

After discussing the sale and the details of their personal and business goals for their family with a team of Fragasso Financial Advisors professionals, they experience a seamless transition of their resources into the investments their Fragasso advisor helped them select. Retirement, college education, home enlargement, estate planning and future business investment needs are carefully planned with the appropriate investment tools matched to each goal. As a result of the careful management and monitoring of their investments by Fragasso professionals, their assets are allocated in keeping with their objectives. They are confident in working toward their financial goals and life dreams.

Fragasso Financial Advisors professionals outline options for their current and future investment needs, while taking into consideration the protection of their assets. Their consultant works with their attorney and accountant to help ensure that their estate plan follows all the legal and financial guidelines that will allow them to seek the maximum benefit from the planning. They feel a sense of security, trust and comfort knowing that Fragasso Financial Advisors is managing their future.

Fragasso Financial Advisors approaches every task with unparalleled thoroughness, integrity and competence. They feel confident now that they are being guided toward their best financial future.

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.