Financial Advisors in Melville, NY
Frisch Financial Group has a local presence in Melville, serving individuals, families, and business owners with fee-only investment management and financial planning. As a fee-only financial advisor in Melville, NY, we provide objective financial guidance with no products and no commissions. Just unbiased advice.
Your Melville, NY Financial Advisory Team
Frisch Financial Group, founded in 1999, is headquartered at 445 Broad Hollow Road in Melville, New York. Located along the Route 110 corridor, our office sits at the center of one of Long Island’s most important business districts, connecting Nassau County and Suffolk County. This central location allows us to serve individuals, families, and business owners throughout the region with fee-only investment management, wealth management, and financial planning services.
Nassau and Suffolk Counties are more than commercial hubs. They are a key economic engine for Long Island, home to major employers, professional firms, and privately owned businesses spanning both counties. Our office conveniently serves clients from Western Nassau County near New York City to Eastern Suffolk County and the Hamptons, making comprehensive financial advice accessible without the need to travel into Manhattan.
What We Do For You in Melville
Investment Management
Frisch Financial Group provides investment management in Melville, NY with personalized portfolio strategies shaped to your goals, risk tolerance, and long-term financial plan. Our approach includes tax-efficient investing, portfolio rebalancing, and ongoing guidance designed to adapt to changing market conditions and life circumstances.
Financial Planning
Our financial planning process helps Long Island individuals and families evaluate retirement goals, taxes, insurance needs, education planning, cash flow, and future financial priorities. We work closely with you to develop personalized financial plans built around your goals, risk profile, and evolving financial needs.
Wealth Management
We combine investment management and financial planning into a coordinated wealth management strategy in Melville, NY aligned with your financial goals, lifestyle, and long-term priorities. Services include retirement planning, tax planning, cash flow management, estate planning, and wealth preservation.
Retirement Planning
We help with retirement planning in Melville, NY, including preparing for retirement income planning, Social Security guidance, investment strategies, and long-term financial projections.
End of Life Planning
Frisch Financial Group helps clients and families navigate major transitions with thoughtful guidance and support including estate planning considerations, legacy goals, and beneficiary coordination.
Business Owner Planning
We work with Long Island business owners along the Route 110 corridor to support retirement planning, investment management, tax-efficient strategies, personalized financial planning, and long-term wealth preservation.
Who We Work With
Frisch Financial Group works with individuals, families, and business owners throughout Melville and across Long Island seeking fee-only financial planning and investment management. As financial advisors serving Nassau and Suffolk Counties, we help you navigate retirement planning, investment management, and long-term financial decisions close to home.
Many of our clients are Long Island business owners headquartered along the Route 110 corridor that spans the Nassau and Suffolk county lines. We also work with Nassau County professionals who commute into Manhattan via the LIRR and want a trusted local advisor nearby, as well as families and pre-retirees with roots in the residential communities of Western Suffolk County.
Meet Your Melville Advisors
Frisch Financial Group has been serving the Nassau and Suffolk County areas since 1999. Our team includes experienced Melville financial planners and Long Island financial advisors working with individuals, families, retirees, and business owners throughout Long Island.
Frisch Financial Group Advisors Serving Melville
David A. Frisch, CPA, CFP®, PFS
Founder and CEO
David Frisch founded Frisch Financial Group in 1999 with a commitment to providing highly personalized, conflict-free financial advice. He specializes in customized investment management, tax-saving strategies, wealth preservation, and helping clients simplify complex financial situations, and has been recognized by Forbes and Long Island Business News for his work in the financial industry.*
Jason M. Sacks, CFP®
President and Wealth Advisor
Jason M. Sacks, CFP®, is President and Wealth Advisor at Frisch Financial Group, where he has worked since 2006 and became a principal in 2010 before being named President in 2025. He specializes in financial planning, customized investment strategies, and long-term client relationships, and was recognized by Long Island Business News with the Executive Circle Award in 2020.*
Joyce A. Streithorst, CFP®, MSFS, CDFA
Principal and Wealth Advisor
Joyce Streithorst, CFP®, MSFS, CDFA, is a Principal and Wealth Advisor at Frisch Financial Group who specializes in financial and tax planning. Since joining the firm in 2004, she has helped clients navigate major life transitions including divorce, loss of a spouse, and sudden wealth events. She has been recognized by publications including Forbes and Crain’s New York Business for her work in the financial industry and was recently named one of Long Island Business News’ 2026 Women Leaders.*
Shawn P. Gallagher, CFP®, CRPC
Principal and Wealth Advisor
Shawn P. Gallagher, CFP®, CRPC, is a Principal and Wealth Advisor at Frisch Financial Group who specializes in financial planning and portfolio allocation strategies. Since joining the firm in 2015, he has focused on developing personalized financial plans tailored to each client’s goals, and was recognized by Long Island Business News with the Executive Circle Award in 2025.*
View the full Frisch Financial Group team here.
*Criteria for all awards can be found via the Awards page.
Connect With Our Melville Office
Whether you’re planning for retirement, managing investments, or looking for ongoing financial guidance, our Melville team is here to help.
Contact
Frisch Financial Group
445 Broad Hollow Road
Suite 215
Melville, NY 11747
Phone: 516-694-7900
Fax: 516-694-7901