Frisch Financial Group, Inc.
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- Frisch Financial Group is a fee-only, fiduciary, financial planning and investment management firm located in Long Island, New York City, Westchester, NY and Tampa, FL, that is focused on wealth management and the simplification of complex financial situations for our clients. Our investment and financial planning recommendations are unbiased and carefully constructed to your best interests. Our team is dedicated to uncompromising ethics. Your life-long ambition of financial freedom for a comfortable retirement lifestyle is what we work on, day in and day out. In an ever-changing world, were driven by whats right for our clients.Our clients work hard, and want to know theyll have the resources they need to maintain the lifestyle they want. We help keep them on the right path by combining investment strategies with a financial plan designed to preserve what they have, while achieving their goals. While we do serve a select client base with complex financial situations, there are three types of people for which we have specialized expertise: family owned businesses, senior executives, and families focused on creating multi-generational wealth.These types of clients have one very important thing in common that demands the need for a higher expertise than is found from the typical financial advisor complex tax issues. The wrong tax strategies can make your retirement far more expensive. While we have a wealth of knowledge and expertise in financial planning and wealth management, what our clients value most is our hearts. We are a firm focused on families and seeing those families achieve their dreams.Frisch Financial has recently ranked as one of the top 10 advisory firms in New York by Advisory HQ and has received The Womens Choice Award® four years in a row (2013, 2014, 2015, 2016).For information on how AdvisoryHQ selects their top advisors: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
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Headquarters:445 Broad Hollow Road Suite 215, Melville, New York, United States
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Phone Number: +1 516-694-7900
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Website: https://www.frischfinancial.com
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Employees:8
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Revenue:$1 - 10M
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Legal Name:Frisch Financial Group, Inc.
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Frisch Financial Group, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Frisch Financial Group, Inc.
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Where are Frisch Financial Group, Inc.'s Headquarters?
Frisch Financial Group, Inc.'s Headquarters are in 445 Broad Hollow Road Suite 215,Melville,New York,United States
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What is Frisch Financial Group, Inc.'s phone number?
Frisch Financial Group, Inc.'s phone number is +1 516-694-7900
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What is Frisch Financial Group, Inc.'s official website?
Frisch Financial Group, Inc.'s official website is https://www.frischfinancial.com
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What is Frisch Financial Group, Inc.'s Revenue?
Frisch Financial Group, Inc.'s revenue is $1 - 10M
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What is Frisch Financial Group, Inc.'s NAICS code?
Frisch Financial Group, Inc.'s NAICS code is 523930
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How many employees are working in Frisch Financial Group, Inc.
Frisch Financial Group, Inc. has 8 employees
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What is Frisch Financial Group, Inc.'s Industry?
Frisch Financial Group, Inc. is in the industry of Financial Services
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Who is Frisch Financial Group, Inc.'s Chief Compliance Officer?
Frisch Financial Group, Inc.'s Chief Compliance Officer is Joyce Streithorst