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,...
by Frisch Financial Group | Feb 26, 2025 | Estate Planning, In The News, Newsletter, Women
We’re thrilled to announce that Joyce Streithorst is among 2025’s New York Best-in-State Top Women Wealth Advisors. After reviewing more than 11,000 qualified nominations, Forbes and SHOOK Research have once again recognized Joyce for her dedication and...
by Frisch Financial Group | Jan 28, 2025 | Financial Planning, In The News, Women
FRISCH FINANCIAL GROUP IS REPRESENTED IN SPECIAL GUIDE OF LONG ISLAND LEADERS Each January, Long Island Business News (LIBN) releases their Book of Influencers. This guide, which is comprised of prominent industry leaders throughout Long Island, is designed to serve...
by Frisch Financial Group | Jan 13, 2025 | Case Studies, Medical Diagnosis Planning
Angela never expected to be the one guiding her parents through end-of-life planning, but when she realized they had no estate plan in place, she knew she had to step in—before it was too late. Angela has found herself in the position that many women do midlife. She...
