Fragasso Financial Advisors, an independent, employee-owned and primarily fee-based investment management and financial planning firm, is thrilled to announce it has been ranked No.2 in the Best Places to Work in the recent InvestmentNews ranking. InvestmentNews made this announcement on their website, where they rank financial planning firms that create meaningful work experiences for all their professionals.
“We are proud to be honored by Investment News as one of the 75 Best Places to Work for Financial Advisers nationwide,” explained Bob Fragasso, founder of Fragasso Financial Advisors Inc. Fragasso ranked #2 in the 30-49 employee category. “People work for money, but they also work for that sense of belonging and joint accomplishment which is what we provide at Fragasso Financial Advisors.”
Since its inception, the InvestmentNews Best Places to Work for Financial Advisers program recognizes financial advice businesses that create meaningful work experiences for all their professionals. These firms value a commitment of excellence to both their employees and clients. From these encouraging foundations, advice firms can provide high quality and personalized investment and financial planning for clients.
Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics and complete a survey to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.
To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advisory firm must have at least 15 employees and have been in business for one year. Undoubtedly, Fragasso Financial Advisors’ rise in the rankings by InvestmentNews is proof of the company’s exceptional services and the collegial environment it creates for its employees.
Founded in 1972, the firm today has $1.8 billion assets under management and non-advisory assets combined, serving individuals, families, business owners, institutions, and nonprofit organizations. For more information, please visit https://www.fragassoadvisors.com/.
Investment Advice offered by investment advisor representatives through Fragasso Financial Advisors,
a registered investment advisor.
About Fragasso Financial Advisors
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.
For more information on their services, visit www.fragassoadvisors.com.
Fragasso Financial Advisors