Dear clients and contacts of Fragasso Financial Advisors,
We have been closely monitoring the COVID-19 situation, and we are complying with the recommendations of the Centers for Disease Control and Prevention, the Pennsylvania Department of Health and the Allegheny County Health Department. The safety of our clients, employees and the communities we serve is our top priority.
Fragasso Financial Advisors has a business continuity and contingency plan in place for situations like this. As part of that plan, we believe it is important to share the following key points with you:
- There will be no change to the amount of oversight and management of our clients’ portfolios. Trading, requests for cash, deposits and all administrative duties are being processed as usual.
- Our offices are not accepting in-person visits until at least March 30, 2020, and our employees are avoiding unnecessary travel. This time period may be extended depending upon how circumstances evolve, but you will be notified if further office visit suspensions take place. We are available by phone and/or email.
- If you have a meeting scheduled during this time frame, you may be asked to conduct the meeting via phone, WebEx or Skype. Your Fragasso representative will contact you and make these arrangements.
- We encourage any client who is considering making a contribution to an individual retirement account (IRA) before the April 15th tax deadline to please contact your advisor as soon as possible and make those arrangements.
- All of our employees will be working remotely during this time. The majority of our systems are cloud-based; and therefore, our staff is accustomed to working from other locations, have secure access to all pertinent files and have the responsibility to respond to clients with the same timeliness as when they are in the office.
For the quickest response, we encourage you to contact your Fragasso representative directly by utilizing their direct phone line and email address. See the full company directory always available to you on our website: https://www.fragassoadvisors.com/locations/