At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services. Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. We are fee-only, fiduciary advisors, legally and ethically bound to work in our clients best interest. Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so our clients can achieve their milestones and dreams. The Frisch Financial Group bridges our client’s long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.
External link for Frisch Financial Group
445 Broad Hollow Road, Suite 215
Melville, NY 11747, US
1140 Avenue of the Americas, 9th Floor
New York, NY 10036, US
777 Westchester Ave, Suite 101
White Plains, NY 10604, US
2202 N. West Shore Blvd, Suite 200
Tampa, FL 33607, US
Frisch Financial Group reposted this
https://lnkd.in/eWWRBJQJ We are pleased to share that we have announced this year's recipient of the Frisch Financial Group Scholarship for Excellence! This scholarship was established in 2016 to give a deserving high school student assistance in working toward a college degree in finance. We’d like to offer our congratulations to all the graduating students in the class of 2024! #classof2024 #scholarship #financedegree #financialadvisor #college
https://lnkd.in/eWWRBJQJ We are pleased to share that we have announced this year's recipient of the Frisch Financial Group Scholarship for Excellence! This scholarship was established in 2016 to give a deserving high school student assistance in working toward a college degree in finance. We’d like to offer our congratulations to all the graduating students in the class of 2024! #classof2024 #scholarship #financedegree #financialadvisor #college
https://lnkd.in/eadGRfxJ We are proud to announce that Long Island Business News has named David Frisch, Founder and CEO of Frisch Financial Group, to their 2024 list of Banking and Finance Influencers. Congratulations David! You can find the complete list here: Introducing Long Island Business Influencers: Banking and Finance list 2024 | Long Island Business News (libn.com)
https://lnkd.in/eaku3BBM We are proud to announce that David Frisch has been included in the Forbes and SHOOK Research Best-in-State Wealth Advisors ranking for 2024. Congratulations to David and all the advisors on this year's list! #wealthadvisor #financialadvisor #forbes #bestinstate
We are proud to announce that Long Island Business News has included Josiah Choy, CFA in their 2024 Who’s Who in Banking and Finance issue. We'd like to congratulate Josiah and the other bank and finance professionals who have been featured. #financialadvisors #wealthmanagement #LIBN #longislandbusiness #financialplanning https://lnkd.in/gY9yKSSe
Congratulations Joyce, and well deserved! Joyce is one of the best financial advisors I have ever met, and so lucky to have her on our FFG team!
Highly trusted Financial Advisor helping Women and Families to experience Prosperity & Peace of Mind
I would like to share that Forbes and SHOOK Research have released their 2024 Best-in-State Top Women Wealth Advisors ranking and I am humbled to be included among the talented and accomplished women on this list. I’d like to congratulate all those who have been named and offer my sincerest thanks to Forbes and SHOOK Research! https://lnkd.in/ercWsfez #financialadvisor #womeninbusiness #womeninfinance #newyorkbusiness
https://lnkd.in/ejr2BNgV We are pleased to share that we have been included in the 2023 Forbes list of America’s Top RIA firms. At Frisch Financial, we believe that the relationships we build with our clients are the foundation for everything we do, and we are honored to receive this recognition from Forbes and SHOOK Research. #financialadvisors #registeredinvestmentadvisoryfirm #wealthmanagement
https://lnkd.in/edaFUNqc The Free Application for Federal Student Aid (FAFSA) is an online application that every parent of a current or prospective college student must be aware of. High school seniors preparing to enter college and currently enrolled college students file this form each school year to qualify for financial aid and for some scholarships. However, those who are familiar with the old application can expect to see some changes. #fafsa #financialaid #collegeplanning #financialadvisor
https://lnkd.in/em8GyStQ Have you ever had that sinking feeling that your wallet is missing, only to remember you left it on your kitchen table, or transferred it into your gym bag? If you’re fortunate enough to realize that you only misplaced it, you can breathe a huge sigh of relief. But what if it is actually missing? Learn about the action you must take to minimize the potential damage. #financialadvisor #creditscore #identitytheft
You're expecting! Congratulations! Learn more about the financial considerations when having a baby.
Highly trusted Financial Advisor helping Women and Families to experience Prosperity & Peace of Mind
Having a baby? Consider that the costs of raising a child are estimated at $20,000 per year and projected to be over $250,000 from birth to age 18, not including higher education costs. Raising children is expensive, but you can get off to a strong parenting start by prioritizing some important financial considerations. #baby #pregnancy #financialplanning #healthinsurance #family