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Form-CRS and ADV Part2A Firm Brochure 

Your financial success hinges on identifying your unique needs, whether that of an individual, family, business or organization. You need access to investment management and financial planning that is specifically structured to address your unique needs. From estate planning to retirement plans and stock options management, Fragasso offers a holistic suite of services. We invite you to download our capabilities brochure to learn more.

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