Fragasso Financial Advisors wants to know and understand your financial goals. In turn, we want you to understand our structure and how our unique firm organization benefits you. We believe it is how we differ from other financial advisors that help make our clients successful and satisfied. Inherent in our structure is the “what’s best for you is best for the firm” mentality. Perhaps that explains our solid client relationships and our 99.58% client retention rate.
What is best for you really is best for our firm. Here’s why:
- We are a fee-based planning firm and financial advisors share in our firm’s profitability instead of receiving individual commissions.
- We sell no internal, proprietary products.
- We are a full-service firm.
What this means for you:
- Our financial advisors earn a salary and share in the profitability of our firm. This means that we have a vested interest in seeing your assets and wealth grow.
- Because we have no proprietary products, we do not "sell" anything to you. We make investment recommendations only after considering a wide range of investment products, and always with your best interests in mind.
- As a full-service firm, we have the capabilities to meet all individual and organization financial planning needs.
As a result of our unique structure, we are team oriented. Our payment structure allows for no internal competition for clients. This means that we will assemble the best team to help meet the full range of your financial needs.¹
And that team will stay constant because continuity throughout the financial process is imperative. Continuity and communication, as a client, you have a right to both. Our clients receive a LPL Financial monthly client account statement and quarterly management report that contains detailed information about their account(s). We want you informed because we want you to be an active part of the process.
For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here .
We make your financial success personal.