Frisch Financial and its advisors have been honored with multiple distinguished industry awards on the state and national level. As frequent contributors to media outlets and speaking engagements, our advisors are sought-after experts who offer timely perspectives on financial issues.
Awards
Forbes
For the 3rd consecutive year, Forbes has included Joyce Streithorst in the ranking of the Top Women Wealth Advisors in New York State.
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Forbes
Frisch Financial Group is in the Top 250 RIAs in the United States after over 42,600 nominations received.
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Long Island Business News
LIBN has included Joyce Streithorst in their list of Long Island's Top 50 Women in Business.
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AdvisorHub
David Frisch has been named to AdvisorHub's 2023 national list of 100 Advisors to Watch.
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Long Island Business News
The Long Island Business News has Included David Frisch in their list of Banking and Finance Influencers.
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Forbes
Once again, Forbes names Joyce Streithorst one of the Top Women Wealth Advisors in New York State.
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Long Island Business News
LIBN readers have voted Frisch Financial Group "Best Wealth Advisors" for 3rd consecutive year.
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Women’s Choice Award
For the eleventh consecutive year (2013-2023), Frisch Financial has been honored with the Women’s Choice Award®.
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Long Island Business News
The Long Island Business News has included Shawn Gallagher in their 2022 listing of Who’s Who in Banking & Finance.
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Forbes
Forbes has included Joyce Streithorst in the 2022 Top Women Wealth Advisors Best-in-State Ranking for New York.
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Long Island Business News
Frisch Financial Group has been voted Top Winner “Best Wealth Advisors” for the second consecutive year.
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Forbes
David Frisch & Joyce Streithorst each mark their 3rd time being listed on the Forbes Best-in-State Wealth Advisors ranking for New York.
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AdvisoryHQ
AdvisoryHQ has named Frisch Financial a Top 12 Best Financial Advisor in New York City for six consecutive years (2016-2021).
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Working Mother
Joyce Streithorst is a Top Wealth Advisor Mom. Working Mother has named Joyce to their national list each year since its debut (2017-2021).
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Crain’s New York Business
Joyce Streithorst is named to the Crain’s New York Business inaugural list of Notable Women in Financial Advice in New York City.
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Executive Circle
Both David Frisch (2021) and Jason Sacks (2020) have been recognized by Long Island Business News (LIBN) as Executive Circle Honorees.
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Forbes
For the second year in a row, Joyce Streithorst is named to the Forbes ranking of America’s Top Women Wealth Advisors (2020-2021).
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AdvisoryHQ
Frisch Financial has been included on AdvisoryHQ’s 2019-2021 lists of the Top 11 Best Financial Advisors in Tampa & St. Petersburg, FL.
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Long Island Business News
Long Island Business News has included Jason Sacks in their 2021 listing of Who’s Who in Banking and Finance.
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Forbes
For the 2nd time, David Frisch & Joyce Streithorst were honored with inclusion on the Forbes Best-in-State Wealth Advisors ranking for New York.
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Forbes
Forbes recognizes David Frisch as one of New York’s 2019 Best-in-State Wealth Advisors.
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Forbes
Joyce Streithorst is named one of New York’s Best-in-State Wealth Advisors on the 2018 Forbes list.
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Media
"Keeping a Mortgage After 65: A 'No Brainer' or a Big Risk?"
February 17, 2024
"Managing wealth in 2024: advice from the pros"
February 1, 2024
"5 Estate Planning Lessons From Aretha Franklin's Will"
July 12, 2023
“IRS to some: Delay tax filing until state rebate question is resolved”
February 9, 2023
“IRS ups standard deductions, tax brackets due to inflation”
October 19, 2022
“New 401(k) statements could confuse folks about their retirement savings”
September 9, 2022
“Turn your home into a moneymaker”
Fall 2022, Vol. 27 – No 3
“Here’s Another Reason to Do a Roth IRA Conversion. Your Heirs Will Thank You.”
April 9, 2022
“LIers face spiking gas prices, stock market gyrations as tanks rumble in Ukraine”
February 24, 2022
“What is lifestyle creep & why should you avoid it for financial health?”
January 2022
“Douglas Elliman to spin off from Vector Group, its parent company.”
November 10, 2021
“Pandemic Have You Thinking About Retirement? Try It On First.”
September 12, 2021
“Rethink the Order of Your Retirement Account Drawdowns. It Can Save You on Taxes”
July 10, 2021
“How to Prepare Financially for the Death of a Spouse”
June 3, 2021
“10 Retirement Planning Mistakes People Make at 50″
May 11, 2021
“Here’s how to get your retirement savings back on track”
February 19, 2021
“17 Ways Women Can Rescue Their Retirement Despite the Pandemic”
February 17, 2021
“38 Ways to Avoid Lifestyle Inflation”
January 11, 2021
“Dow closes above 30,000 for first time in history on hopes of economic recovery under Biden”
November 24, 2020
“Why 2020 Was the Perfect Year for Tax-Loss Harvesting”
November 7, 2020
“Do Politics Belong in Retirement Planning?”
October 2, 2020
“14 Big Social Security Mistakes Clients Make: Advisors’ Advice”
September 15, 2020
“I’m 60, my spouse is 45 – Can I retire if our expenses are $12,000 a month?”
September 2, 2020
“What to do with your money now if the 2020 presidential election is giving you fits”
September 1, 2020
David Frisch television appearance – “Financial Analyst Breaks Down New Unemployment Numbers”
July 2, 2020
“Things That the Person Who Won the Lottery Must Do”
May 15, 2020
“How Business Owners Can Navigate Challenging Times With the Help of An Advisor”
April 6, 2020
“The Dow at 30,000: What investors need to know”
January 15, 2020
“A New York retiree says people who think his state is too expensive for retirement ‘could not be more wrong'”
October 10, 2019
“Eight Nontraditional Estate Planning Tips For Finance Pros and Their Clients”
October 7, 2019
“New Study Finds 1 in 3 Families Who Need Summer Child Care Will Incur Credit Card Debt”
June 28, 2019
“Saving for Education in Blended Families”
June 19, 2019
“Stock Success: 15 Tips For Young Adults Dipping Into Investing”
December 28, 2018
“Nine Brick-And-Mortar Business Strategies To Beat Online Competitors”
December 4, 2018
“Five Ways Business Owners Can Start Preparing For The Holiday Retail Season”
July 31, 2018
“A Pre-Pregnancy Financial Planning Guide: Money moves for prospective parents”
July 19, 2018
“Eight Essential College Classes For Those Considering A Career In Finance”
June 5, 2018
“Yes, Save Twice Your Salary By The Time You’re 35- and 7 Other Things You Should Do”
May 28, 2018
“Common ESG Investing Misconceptions Debunked”
May 7, 2018
“6 Signs You Have an Unhealthy Relationship With Money”
December 20, 2017
“Four Ways to Help Others While Helping Yourself, Too: 2017 Year-End Charitable Giving Strategies”
December 6, 2017
“Four Ways To Help Others While Helping Yourself, Too: 2017 Year-End Charitable Giving Strategies”
December 6, 2017
“Working Mother and SHOOK Research’s 2017 Top Wealth Adviser Moms”
October 3, 2017
“When it Comes To Divorce, Not all Assets are Equal”
September 21, 2017
“4 Ways Being a Perfectionist Can Hurt Your Finances”
June 9, 2017
“Despite Global Upheaval, It’s OK to Keep Your Foreign Investments”
April 18, 2017
“Three Steps to a $1 Million College Fund”
March 31, 2017
“Yes, Cash Has a Role in Your Portfolio”
May 28, 2015
“How Much Should I invest in Stocks? In Bonds?”
December 9, 2015
“Caring for the Caregivers” Volume 5 | Issue 4 |Q4 2013
“Helping Settle a Risk-Tolerance Dispute”
July 9, 2013
”The Retirement Talk Couples Need to Have – Now!”
January 4, 2013
“Where should my mom invest $20,000?”
August 17, 2012
“Tried and True Optimism reigned at a roundtable of RIAs who kept the faith while being tempered by the fires of recession, fraud and volatility.”
November 9, 2009
”Preparing for Retirement”
September 24, 2008
“A Cowboy Mentality: Going Hog Wild with your Investments in 2006″
December 30, 2005
“Retirement Postponed: Baby boomers who’d expected to quit work by now discover they can’t afford it. Blame the meltdown.”
March 31, 2002
