Dear clients and contacts of Fragasso Financial Advisors,
As we continue to navigate the uncharted waters of the COVID-19 pandemic, the executive team at Fragasso Financial Advisors is monitoring the situation with the health and safety of the firm’s employees and clients as the predominant factor. Protecting the health and safety of our employees and clients is a key priority, and therefore, we continue to work remotely. We anticipate informing clients of our full office return one month prior to reopening.
Fragasso Financial Advisors had a business continuity and contingency plan in place prior to the COVID-19 outbreak, and we are fully operational in remote work status. The team at Fragasso reacted quickly to this fluid business landscape and adopted virtual communication practices and secure file sharing systems almost immediately. We remain dedicated to delivering an exceptional client experience, and we are confident we’re still adhering to that service standard in a remote status.
Please keep the following in mind:
- The management and oversight of your portfolio during this turbulent time remains a key priority. Each decision made by our portfolio management team is backed by extensive research and proven investment strategies.
- As we continue to work remotely, our staff is available by phone and/or email. We encourage you to contact your Fragasso representative directly. Refer to the full company directory on our website at: https://www.fragassoadvisors.com/locations/
- Should you need to meet with your advisor, please contact him/her directly and arrangements will be made for your meeting needs.
- All of us at Fragasso Financial Advisors value your business, trust and confidence. We hope you and your families are safe and healthy.
Fragasso’s Executive Team