CONNECT

Address:

3257 Route 9
Saratoga Springs , NY 12866

Phone:

518-584-4200

Fax/Other:

518-584-8664

Financial Planning

Financial Planning for a more secure future.

 

When you work with us on your financial planning, you will be working directly with David Fragomeni, an experienced Certified Financial Planner. David believes in the holistic approach when working with clients. He takes a comprehensive look at all aspects of your financial needs, so his recommendations will address your current and long-term financial goals.

 

  • Fee-Based-Only Planning
  • Retirement Planning
  • Investments - Stocks - Bonds - Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care
  •  

At Fragomeni, our goal is to establish long-term relationships with clients, who are encouraged to take an active part in the development and implementation of their individually tailored plan. So get started today. Call us at 518-584-4200 for your complimentary consultation today.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck