August 15, 2021

Virtual Financial Consultations Can Get Your Finances on Track in 2021

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For instance, regardless that Fragasso Financial Advisors’ Beaver PA workplace continues to be limiting in-person visits, they provide free digital consultations together with your native consultant

A 12 months in the past, many companies closed in response to COVID-19, pondering it was solely a short lived measure. Many anticipated to return inside two weeks and so half-full espresso cups and vegetation had been left on desks, solely to take a seat there untouched for months, now a 12 months later.

Businesses with stable contingency plans in place previous to the pandemic had been higher capable of handle the unpresented occasions. Technologically superior and client-centric corporations had been finest geared up to deal with and navigate the brand new set of challenges.

Although the world took a short lived pause, the necessity to carry on and conduct enterprise nearly quickly arose. This left many corporations scrambling to construct the infrastructure that will enable them to take action. Those who had been already geared up and able to present digital providers tailored the quickest.

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An instance of a superior continuity plan is seen with Fragasso Financial Advisors. The funding administration and monetary planning agency primarily based in Pittsburgh, PA, briefly closed places of work in the beginning of the pandemic. Utilizing their superior expertise platforms that had been in place pre-COVID, they’ve continued to offer the identical degree of providers to their purchasers, regardless of workplace closures.

The Beaver PA workplace continues to be limiting in-person visits by request solely, however the department continues to supply free digital consultations with native representatives. Fragasso Financial Advisors and the Beaver, PA department staff, together with Paul Mehno, Colette Griffith, and Rachel Weaver, are nonetheless offering providers similar to retirement planning, tax planning methods, and complete property planning. Those trying to entry these providers can schedule a digital session in advance.

The agency’s contingency and continuity plans have proved to be very efficient, as all 5 places of work of Fragasso Financial Advisors had been capable of shut their doorways, work remotely and nonetheless present the identical degree of consideration to their current purchasers AND onboard new purchasers. This isn’t any small feat as Fragasso Financial Advisors has $1.8 billion below administration and non-advisory belongings mixed and represents roughly 2000 households. The staff has navigated the pandemic nicely and can proceed to take action by digital consultations.

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The govt staff at Fragasso Financial Advisors has carefully monitored the state of affairs whereas sustaining their purchasers’ and staff’ security. Through safe file sharing techniques and superior digital communication practices, the digital expertise has been fairly seamless. The oversight and administration of consumer portfolios continues to stay a precedence even throughout the closure of the Beaver, PA department.

Fragasso Financial Advisors will prioritize well being and security and announce full workplace openings for in-person appointments on their web site. In the meantime, purchasers could fill out a contact type on-line or name the department to rearrange a digital session.

The world has been in a continuing state of flux for over a 12 months, forcing folks and companies to pivot accordingly. Until issues are again to regular, companies like Fragasso Financial Advisors Beaver, PA workplace will proceed to work nearly.

Investment Advice provided by Investment Advisor Representatives by Fragasso Financial Advisors, a registered funding advisor

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For instance, regardless that Fragasso Financial Advisors’ Beaver PA workplace continues to be limiting in-person visits, they provide free digital consultations together with your native consultant, virtual financial consultations can get your finances on track in, virtual financial consultations can get your finances on track in 2021


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