???Congratulations, Serhiy! ?? We’re thrilled to announce the well-deserved promotion of?Serhiy Zayats?to?Manager of Portfolio Operations and Investment Analyst! Serhiy’s dedication and hard work have been invaluable to our team, and we can’t wait to see the continued impact he’ll make in this new role. Please join us in celebrating this exciting milestone! ????
Fragasso Financial Advisors
金èžæœåŠ¡
Sewickley，PA 1,373 ä½å…³æ³¨è€…
We guide. For life.? Investment advice offered by investment advisor representatives through Fragasso Financial Advisors
关于我们
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.
- 网站
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https://www.fragassoadvisors.com
Fragasso Financial Advisors的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- Sewickley，PA
- 类型
- ç§äººæŒè‚¡
- 创立
- 1972
- 领域
- investment managementã€retirementã€estateã€financial planningã€wealth managementã€long-term care planningã€nonprofit asset managementå’Œretirement plan advisors
地点
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主è¦
获å–路线
2200 Georgetown Drive
US，PA，Sewickley，15143
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获å–路线
3402 Washington Rd
US，Pennsylvania，McMurray，15317
Fragasso Financial Advisors员工
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Jim Sinegal
Senior Investment Analyst at Fragasso Financial Advisors
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T.J. Drost CFP? CAP ?CFS? AIF?
Vice President, Institutional Assets Manager at Fragasso Financial Advisors
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Daniel Dingus CFP?, MBA, AIF?
President, Executive Director of Portfolio Management at Fragasso Financial Advisors
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Christine Erimias
Chief Financial Officer
动æ€
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?? Estate Planning Alert: 2025 may be a critical year to transfer assets tax-free. A Spousal Lifetime Access Trust (SLAT) is a powerful tool to protect your wealth while maintaining financial flexibility. Key Benefits: ?? Tax-free growth & estate tax exclusion ?? Spouse can access funds if needed ?? Wealth transfer to future generations Read on to determine if a conversation with your estate advisor is the next step for you. #EstatePlanning #WealthTransfer #TaxPlanning
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With the rising cost of higher education, many families are turning to 529 plans to help save for future educational expenses. These tax-advantaged accounts offer not only a way to cover tuition and other education costs, but also provide valuable tax benefits. Additionally, 529 plans can play a key role in estate planning and even influence IRA contributions, thanks to new allowances introduced in 2024. Nicholas Redshaw, CFP?, explains why 529 plans have become a top choice for so many parents looking to secure their children’s educational future.
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Michael Godwin, CFA, our chief investment officer at Fragasso Financial Advisors, shares insights in the?Pittsburgh Post-Gazette?on how the President's tariffs are sparking concerns over a global trade war and market volatility. As Michael says, "Uncertainty created by the administration may be the biggest problem for the markets." ? For those interested in how these tariff impacts may affect the local and global economy, you can read the full article here: ? https://lnkd.in/gtqebGqW
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Fragasso Financial Advisors转å‘了
The Super Catch-Up Contribution, introduced on January 1, 2025, under the SECURE Act 2.0, allows individuals aged 60 to 63 to make additional catch-up contributions to their employer-sponsored retirement plans. While pre-retirees have long had access to catch-up contributions, declining savings rates make this new provision a valuable opportunity to boost retirement savings. Read our latest blog by Brianne King, CFP? to learn how to maximize your retirement strategy.
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Preparing for retirement can mean a major shift in financial priorities. As investors transition from wealth accumulation to preservation and income generation, a thoughtful portfolio strategy can make all the difference. #retirementplanning #investmentstrategy #portfoliomanagement
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The Super Catch-Up Contribution, introduced on January 1, 2025, under the SECURE Act 2.0, allows individuals aged 60 to 63 to make additional catch-up contributions to their employer-sponsored retirement plans. While pre-retirees have long had access to catch-up contributions, declining savings rates make this new provision a valuable opportunity to boost retirement savings. Read our latest blog by Brianne King, CFP? to learn how to maximize your retirement strategy.
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When planning for retirement, it's essential to create a tax-efficient income strategy that aligns with your unique needs. Collaborating with a knowledgeable financial advisor and tax professional can help you effectively manage income sources, minimize tax burdens, and ensure your retirement assets last. #retirementplanning #taxesinretirement #RMDs
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Thank you Daniel Tatomir, AIF? for everything you've done to contribute to our success. Here's to 10 years of hard work, growth, and memories! We are so lucky to have you as part of our Fragasso team.
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?? Ready to make your wealth work for you? ?? Our FREE High-Net-Worth Retirement Guide is packed with retirement advice, tax planning tips, and actionable steps to help grow and protect your assets. ???? ?? What you’ll find inside: --Portfolio strategies in retirement --Minimize taxes in retirement --New IRA beneficiary rules --Retirement considerations for women ?? Download now and start planning your financial future! ?? https://lnkd.in/gpA4Ruax #HighNetWorth #WealthBuilding #FinancialPlanning #LegacyCreation #SmartInvesting #FinancialSuccess #WealthManagement #FutureFocused