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Joyce Streithorst is Recognized as One of Long Island’s Most Dynamic Women Leaders

Joyce Streithorst is Recognized as One of Long Island’s Most Dynamic Women Leaders

by Frisch Financial Group | Aug 28, 2025 | Blogs, In The News, Newsletter, Women

Joyce is Named to LIBN’s 2025 List We are proud to share that Long Island Business News (LIBN) has named Joyce Streithorst to their prestigious 2025 list of “Long Island Business Influencers: Dynamic Women Leaders” for the second consecutive year. LIBN states,...
Frisch Financial Group Awards 2025 Scholarship for Excellence

Frisch Financial Group Awards 2025 Scholarship for Excellence

by Frisch Financial Group | Jul 24, 2025 | Blogs, College, In The News, Newsletter

Continuing Our Commitment to Supporting Financial Education “Education is for improving the lives of others and for leaving your community and world better than you found it.” – Marian Wright Edelman Since 2016, Frisch Financial Group has proudly supported the next...
Forbes Names David Frisch to Best-in-State Wealth Advisors Ranking

Forbes Names David Frisch to Best-in-State Wealth Advisors Ranking

by Frisch Financial Group | May 16, 2025 | Financial Planning, In The News, Newsletter

2025 marks the 6th year that David has received this impressive recognition! Each year, the number of nominations that Forbes and SHOOK Research receive to be considered for their annual ranking of Best-in-State Wealth Advisors grows. This year they received over...
Jason M. Sacks, CFP® Named President of Frisch Financial Group

Jason M. Sacks, CFP® Named President of Frisch Financial Group

by Frisch Financial Group | Apr 30, 2025 | Financial Planning, In The News

Longtime Principal and Wealth Advisor Assumes Leadership Role Frisch Financial Group is proud to announce that Jason M. Sacks, CFP® has been named President of the firm. Jason joined Frisch in 2006 as a Senior Investment Analyst and became a Principal in 2010. Over...
Hearing The Words “You Have Cancer” – Daniel and Nadine’s story

Hearing The Words “You Have Cancer” – Daniel and Nadine’s story

by Frisch Financial Group | Apr 30, 2025 | Case Studies, Medical Diagnosis Planning

Daniel never expected to hear the words “you have cancer,” but his diagnosis changed everything in an instant. As the one who had always managed their finances, he worried about how Nadine would handle their future without him—and they needed a plan to ensure their...
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