Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.
View Top Employees from Fragasso Financial AdvisorsWebsite | http://www.fragassoadvisors.com |
Revenue | $10 million |
Funding | $350000 |
Employees | 45 (45 on RocketReach) |
Founded | 1972 |
Address | 610 Smithfield Street Suite 400, Pittsburgh, Pennsylvania 15221, US |
Phone | (412) 227-3200 |
Fax | (412) 227-3210 |
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Industry | Financial Services, Finance General, Investment Management, Finance, Retirement, Estate, Financial Planning, Wealth Management, Long-Term Care Planning, Nonprofit Asset Management, Retirement Plan Advisors |
Web Rank | 11 Million |
Keywords | Financial Advisor Pittsburgh, Financial Advisor Privacy Policy, Fragasso Advisors 15009 |
Competitors | Campbell Wealth Management, FCA Corp, Pure Financial Advisors, LLC, Rodgers & Associates, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Fragasso Financial Advisors employee's phone or email?
The Fragasso Financial Advisors annual revenue was $10 million in 2024.
Christine Erimias is the Chief Financial Officer and Chief Operating Officer of Fragasso Financial Advisors.
45 people are employed at Fragasso Financial Advisors.
Fragasso Financial Advisors is based in Pittsburgh, Pennsylvania.
The NAICS codes for Fragasso Financial Advisors are [523, 52, 52393, 5239].
The SIC codes for Fragasso Financial Advisors are [62, 628].