by Frisch Financial Group | Apr 30, 2026 | In The News
This is the 7th time David has earned this distinction! We are proud to share that our Founder and CEO, David Frisch, CPA, CFP®, PFS, has once again been recognized on the prestigious Forbes Best-in-State Wealth Advisors list for 2026. Each year, Forbes and SHOOK...
by Frisch Financial Group | Mar 2, 2026 | Blogs, Financial Planning, In The News, Newsletter, Women
We are proud to share that Joyce is receiving this prestigious recognition for the 5th consecutive year! After reviewing more than 11,000 qualified nominations, Forbes and SHOOK Research selected advisors based on a rigorous evaluation process that considers both...
by Frisch Financial Group | Dec 23, 2025 | Blogs, Families, Financial Planning, In The News, Newsletter, Philanthropy
Holiday 2025 The holiday season is a time to come together, support one another, and uplift our community. This year, Frisch Financial Group proudly continued our tradition of giving back by supporting local families, individuals in need, and members of our military...
by Frisch Financial Group | Nov 25, 2025 | Financial Planning, In The News, Newsletter
David’s Leadership Recognized on a National Level We are proud to share that David Frisch, CPA, CFP®, PFS, has been named to AdvisorHub’s “250 Advisors to Watch – RIAs” list for 2025. This national recognition highlights advisory teams with sophisticated...
by Frisch Financial Group | Oct 16, 2025 | Financial Planning, In The News, Newsletter
Recognizing Our Commitment to Serving the Financial Needs of Women We are pleased to share that Frisch Financial Group has once again received the Women’s Choice Award® for Financial Advisors. With the 2025 recognition, this marks the 13th consecutive year...
