You have taken the first step in the Fragasso Client Experience by reaching out to us! What should you expect next on your journey?
We know your responsibilities are immense, and your time is valuable. Therefore, you need a proactive, experienced, and knowledgeable team of financial advocates on your side. But not all advisors are created equal, nor are the firms they associate with.
At Fragasso, we take the time to understand your entire financial picture, in order to make meaningful recommendations for your investment portfolio. One size does not fit all, and solutions need to be tailored to individual circumstances.
Whether this is the first time you are contemplating working with a financial advisor or maybe you are looking for a second opinion on your current strategy, it’s important to do your best to research the various options available to you. Watch this video on how wealth management is different at Fragasso.