Fragasso Financial Advisors Inc. is an investment management and financial planning firm composed of award-winning financial professionals, committed to providing their clients with transparent and proactive financial advice, to equip them with the knowledge they need to make the right investment choices to support their goals.
Recently, Fragasso releases its newest television commercial series portrays succinct but highly informative videos that describe the mission, resources, and processes the firm has streamlined over the years. The commercials were filmed at Fragasso’s downtown Pittsburgh office featuring actual employees such as several financial advisors, the chief investment officer, and the firm’s president. Chairman and CEO, Robert Fragasso, narrates the message.
“There are a couple of unique elements we tried to highlight. One is the amount of teamwork and cross-departmental collaboration that goes into a client’s and prospect’s financial plan. For example, the firm holds weekly meetings as a group to review financial plans and strategies for prospects. This equates to about twenty financial professionals, most with over two decades of experience each, reviewing proposals before they are delivered to prospects. Our plans are thoroughly vetted, and it provides a great learning environment within the firm as well.” states Marsha Posset, manager of marketing, who wrote and produced the commercials with videographer, Elliott Cramer Productions.
The Pittsburgh wealth management firm runs a unique model where every client is provided with a dedicated team that proactively communicates and works on the clients’ behalf to keep them progressing toward the realization of their goals and objectives. In addition to individual investors, Fragasso has dedicated teams to support institutional investors, non-profit organizations, and employer-sponsored retirement plans.
For more information, please visit https://www.fragassoadvisors.com/
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm. It became a registered investment advisor in 1996 and has grown to employ nearly 50 professionals and has over $2.1 billion under management and non-advisory assets combined.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
For additional information, send an email to [email protected].
Fragasso Financial Advisors
610 Smithfield St., Suite 400
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Kolkata Local journalist was involved in the writing and production of this article.