Thank you for your interest in Fragasso Financial Advisors! We are committed to maintaining the trust and confidence of our clients. We want you to understand how we work with clients and the services that Fragasso Financial Advisors provides.
Fragasso Financial Advisors serves individuals, institutions and nonprofit organizations. We are primarily a fee-based firm with a vested interest in seeing our clients’ assets grow. We have no internal or proprietary products, allowing our team to make every recommendation with our clients’ best interest in mind. This unbiased approach allows us to act as a neutral party seeking investments that are suited to our clients and adhering to a fiduciary standard.
Keeping our clients informed is a priority for us. Please take a moment to review our Form CRS (Client Relationship Summary) and feel free to contact us with any questions.