Intelligent Wealth Management Tailored For Your Life

Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first…

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Frisch Financial Group Celebrates 20th Anniversary

At Frisch Financial, we greatly appreciate each of the clients and the many business partners who have traveled this path with us. While some of our relationships have begun as recently as this month, there are those who have been with us from the beginning. As we celebrate this major milestone, we are honored that so many have chosen to work with Frisch Financial and we look forward to continuing to provide our clients with financial management, advice and guidance long into the future.

WHO WE SERVE

Who We Serve

We have long term relationships with our clients who value having a trusted partner to provide clarity and guidance for complex financial decisions. Many of our clients are senior business executives, business owners, and families who are committed to securing multi-generational wealth.

Business Owners

Owners and leaders of privately held and family businesses

Families

Families focused on creating multi-generational wealth

Executives

Executives with complex compensation packages

Professional Wealth Management

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to provide the lifestyle you want – for you, and your family. We’ll keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Investment Management

Custom unbiased portfolio management based on client goals, risk tolerance, and tax.

Financial Planning

Comprehensive financial planning is an ongoing process adjusted with life’s changes.

HOW WE WORK

How We Work Together

We will work together with you to define your goals and create an individualized plan to help you reach them.

Cares for Me Like Family

Helps me and my family understand our  financial options, and works towards our goals, and is always on my side through ups and downs. They do the worrying for  us and help us build and protect our legacy.

Creates a Plan that’s Right for Me

Listens to and understands what I want to accomplish – for myself and my family. Makes sure I understand all the pieces of my financial picture. Provides unbiased opinions and recommendations based on what’s right for me.

Trusted Financial Experts

Provides unbiased information and advice about all aspects of my financial picture. Works with me to develop a customized plan to reach my goals – and helps make sure I stay on track to meet those goals. Helps me make smart decisions now so I’ll have the resources I need to meet future goals.
LATEST NEWS

Latest News

Financial education is important to us. We share educational material that can help you make important financial decisions.

Should I Buy Out My Leased Vehicle?

Should I Buy Out My Leased Vehicle?

Consider These Points Before Buying Your Leased Car If you spent any time shopping for a car during the COVID-19 pandemic, it’s likely that you experienced some sticker shock.  Many supply chains were shut down, leading to microchip shortages and a lack of other...

10 Year-End Tax Planning Tips

10 Year-End Tax Planning Tips

Ways to Save at Tax Time The end of the year is a time when our to-do lists can overflow and it can feel like there’s not enough hours in the day. However, as busy as you may find yourself, this is an ideal time to make some strategic financial decisions that can...

Frisch Financial Group Receives the Women’s Choice Award®

Frisch Financial Group Receives the Women’s Choice Award®

Frisch Financial is Honored for the 10th Consecutive Year! We are pleased to announce that 2022 marks the tenth consecutive year that Frisch Financial Group has been selected to receive the Women’s Choice Award for providing exemplary financial services to women....

Financial Education Matters

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     Our Locations

          Reach Us

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808