Tanzania Finance

Sep 30 2017

Fragasso Financial Advisors #business #financial #advisors


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Fragasso Financial Advisors is a fee-based investment management and financial planning firm located in Downtown Pittsburgh, PA.

610 Smithfield Street, Suite 400 | Pittsburgh, PA 15222 | 412.227.3200 | Fax: 412.227.3210

Your financial success is the very reason that we are here. And making your experience personal means that we take the time to understand your unique circumstances, responsibilities and risk tolerance.

Once we do, we can craft a personal investment strategy that helps you work towards your ultimate goal of financial success.

Trust Your Financial Security to Fragasso

Top 100 Independent Advisors, Ranked No. 45: August 2016

Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 45 financial advisor nationally on its 2016 list of Top 100 Independent Wealth Advisors. Fragasso was ranked No.1 financial advisor in Western Pennsylvania and the No. 4 financial advisor in the state of Pennsylvania.

Barron s has ranked independent advisors since 2007. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and the quality of the advisors practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.

Most Admired CEO

Most Admired CEO

The Pittsburgh Business Times has named Robert Fragasso one of the region’s Most Admired CEO s and Top Executives for 2016!

Honorees were chosen from a pool of online nominations and determined by an independent panel of judges. Those chosen for the honor have demonstrated vital leadership and customer service philosophy, outstanding employee relationships, contributions to the community and evidence that they have shaped their company s products or services to help lead their business to success.

America s Top 1,200 Independent Advisors, Ranked No. 1 in Western Pa: Mar 2016

America s Top 1,200 Independent Advisors, Ranked No. 1 in Western Pa: Mar 2016

Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 1 financial advisor in Western Pa. and the No. 4 financial advisor in the state of Pennsylvania on its 2016 list of America’s Top 1,200 Financial Advisors.

The rankings are based assets under management, revenue produced for the firm, regulatory record, quality of the practice and philanthropic work. This is the seventh consecutive year Fragasso has been named to the Barron’s top 1,200 list.

Top 150 Registered Investment Advisors

Top 150 Registered Investment Advisors

January 28, 2016

Financial Planning ranks Fragasso Financial Advisors as one of the top registered investment advisors in the nation on its 2016 list of Top 150 Registered Investment Advisors.

The 2016 Financial Planning Top 150 Registered Investment Advisors is an independent listing produced by Financial Planning magazine. Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on the SEC Form ADV. 1

1 To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list also does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. Subjective review of unusual cases may result in inclusion or exclusion based on factors unique to those firms. As the RIA industry evolves, so does the criteria.

Taking care of your family and yourself the way you want, either through lifetime gifting or distribution of assets upon death, is better discussed in advance while you are still in favorable health and mind. There can be many complications to an estate, business and legacy if the proper arrangements are not in place. An estate plan will assist you in:

  • Preserving assets in the event of your incapacity during life
  • Directing distributions of your assets
  • Protecting the value of the estate from the costs associated with taxes, professional fees and court costs for the benefit of your heirs
  • Fulfilling charitable objectives

Can you afford to retire? Many investors wonder if they have saved enough to help fund a secure retirement or whether their assets will cover their expenses when a health event occurs. A successful retirement strategy requires proper planning and constant attention to make sure you stay on track to achieve your goals.

You are in charge of managing your company s retirement plan so it s critical that you enlist the right partner. At Fragasso Financial Advisors, we can add extraordinary value for the trustees of your retirement plans by working with you as a team member. In return, you receive the confidence that accompanies quality plan management, monitoring and uncompromised professionalism.

Funding a child’s education is expensive. Whether you are looking to save for your own children or want to help your grandkids, do you know and understand all of your options?

  • 529 Plans
  • Uniform Transfer to Minors Act (UTMA) accounts
  • Coverdell Education Savings accounts

Our financial advisors can help you use the power of time and tax-burden shifting to help fund your child s education. It s never too late to start saving for the future!

Have you recently lost your job? Are you going through a divorce or have you lost a spouse? When life as you know it suddenly changes it can be difficult, confusing and scary. With the help of a trained advisor, you can navigate these kinds of challenges with better peace of mind.

610 Smithfield Street, Suite 400 | Pittsburgh, PA 15222 | 412.227.3200 | Fax: 412.227.3210

Securities offered through LPL Financial, member FINRA /SIPC. Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor and separate entity from LPL Financial. 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. Fragasso Financial Advisors is registered to discuss and transact securities business in the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI and WV.


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