David A. Fragomeni,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Fragomeni, CFP®

President

Fragomeni Financial Management

3257 Route 9
Saratoga Springs, NY 12866
(518) 584-4200

General

David Fragomeni is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fragomeni Financial Management in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Getting Married, Identity Theft, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Long-term Care

More

Helpful Financial Planning Resources