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Lifelong financial guidance that allows you to live confidently.

How Fragasso Can Help

Can You Afford to Retire in 2023?

How will YOU retire? The costs of our needs and interests inflate with age. Let's start planning your unique strategy!

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Helping you pursue your financial goals.


We’re invested in your journey.

When you look to tomorrow, what do you see? At Fragasso, we will help you reach the tomorrow you want to create. With advice that is personalized and objective, our mission is to guide you through financial complexities so that you can have the peace of mind to pursue your life’s aspirations.

what we offer

Each of our clients has a dedicated team of financial professionals – focused on your goals, challenges and progress. Working together with our in-house portfolio management team, you will receive seamless investment management.


Reach your full wealth potential.

Let Fragasso’s team of professionals provide you with transparent and proactive advice to equip you with the knowledge you need.

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Latest Blog Posts

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Secure Act 2.0: What does this mean for retirement savings?

On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President...

Smiling senior couple calculate expenses

Achieving Your Life Goals

Visualize the attainment of your retirement security and comfort. See your children and grandchildren educated. Visualize...

2022 Year in Review - Part 2

A Look Back on 2022 -The Dichotomy of High Inflation and Low Unemployment, Part 2

Sixty years ago on July 29th, 1962, Andy Warhol unveiled the now iconic Campbell Soup can...


It’s all about the people. We are in this business to help you, and our team genuinely cares about the results we produce. Our culture is one based on collaboration, trust, and transparency.