As the year draws to an end, we all begin to take stock of our wins, losses, achieved goals, and unmet aspirations to become better the following year. For investors, 2022 may have seemed bleak due to the economic and socio-political turbulence on a national and global scale. However, clients of Fragasso Financial Advisors can draw strength from candid conversations with their financial advisors and in other consistent educational content distributed like the latest issue of Fragasso Financial Advisors’ magazine.
Fragasso Financial Advisors, Inc. is on the heels of celebrating their founder and CEO’s, Bob Fragasso, 50th career year in the investment and financial planning industry. Bob is a strong believer in financial education, and he started building the firm’s client base in the ‘80s and ‘90s by teaching seminars on investment planning principles and strategies at colleges and universities. Those clients are now multigenerational clients, and Fragasso Financial Advisors continues to educate through educational events, blogs and The Advisor magazine, an in-house publication distributed three times a year. This magazine is created for clients, strategic partners and prospects alike. Anyone can download and read their archive of magazines housed on their website.
With vivid diagrams, detailed explanations, aesthetically arresting pages, and insightful contributions from the C-suite staff, who double as members of the magazine’s editorial team, readers can glean relevant and reliable information that can aid in identifying potential opportunities to support their financial goals. In addition, timely topics related to stock market activity are thoroughly addressed in the magazine by Fragasso Financial Advisors’ in-house portfolio management team.
In the opening letter in this issue of The Advisor, president and executive director of portfolio management at Fragasso Financial Advisors, Daniel Dingus, had this to say, “Flipping through the pages of The Advisor, the reader will come across many stories on leadership and examples of Fragasso staff and clients giving back to their communities. We hope these stories inspire more actions to contribute to the growth and prosperity of our nation and community during this season of giving.”
In addition, The Advisor’s ‘Happenings and Accomplishments’ section highlights the major strides taken by the company, including its commitment to social services dear to its heart, while celebrating the numerous wins, promotions, and accolades garnered by its dedicated staff in the outgoing year. As recorded in the magazine, Fragasso Financial Advisors were also the recipients of several recent industry awards, such as Barron’s List of 2022’s Top 100 Independent Advisors.1
1 Fragasso Financial Advisors ranked No. 1 in western Pennsylvania for 3 years running! In 2022, Fragasso ranked No. 3 state-wide. The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
For more information, please visit https://www.fragassoadvisors.com/
About Fragasso Financial Advisors
Fragasso Financial Advisors Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm.
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Company Name: Fragasso Financial Advisors
Contact Person: Marsha Posset
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Phone: 412-227-3206
Country: United States
Website: https://www.fragassoadvisors.com/