Helping individuals and businesses pursue their financial objectives is the focus of John Frongillo’s advisory practice where he has created a dynamic strategy to addressing client needs. His consultative and educational approach to financial organization is the foundation of each meeting as he strives for comprehensive dialogue revolving around identifying financial goals and providing more than one possible solution.
His mission is to work in partnership with each client to create financial independence. John includes your tax and legal consultants, as well as his team of talented colleagues, to construct a comprehensive, customized plan.
John offers you a choice of investment and insurance products to help you pursue your financial goals. While his area of concentration is Retirement Planning and Wealth Distribution strategies, he also provides full Financial Needs Analysis services, and products and services for employer group benefits.
Previously John was Vice President and Relationship Manager for Fidelity Investments Institutional Services division, working with financial intermediaries across the US and in Europe to provide mutual fund products and services for further distribution to their clients. John also worked with Fidelity’s Retirement Services division to provide tax qualified products and services in the 401(k), IRA, Simple IRA and Roth IRA arenas. Prior to his tenure at Fidelity, John was Vice President and Client Service Officer at Allmerica Financial.
A graduate of Worcester State University, John concentrated in economics and computer sciences. He received his CHARTERED RETIREMENT PLANNING COUNSELOR certification from The College for Financial Planning in Denver, Colorado.
John resides in Shrewsbury with his wife. They have two daughters. John is a member of St. Anne’s Church and in his free time he enjoys golf, racquetball and skiing.