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...
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...
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...
by Frisch Financial Group | Mar 28, 2025 | Financial Planning, In The News, Newsletter
Frisch Financial Group’s Partner and Wealth Advisor is Honored by Long Island Business News (LIBN) We are excited to announce that Long Island Business News has selected Shawn Gallagher as a recipient of a 2025 Executive Circle Award! Each year, LIBN highlights...
by Frisch Financial Group | Mar 3, 2025 | Case Studies, Medical Diagnosis Planning
For years, Bill and Evelyn enjoyed a well-planned retirement, full of travel and adventure. But when Bill was diagnosed with Alzheimer’s, they needed a new plan to ensure their financial security through an uncertain future. Bill and Evelyn, both in their seventies,...
