AdvisoryHQ named Frisch Financial Group on its 2018 ranking of the “Top 9 Best Financial Advisors in New York, NY”
Frisch Financial Group is thrilled to announce that AdvisoryHQ has again named Frisch Financial as one of the Top 9 Financial Advisors in New York City in 2018.
AdvisoryHQ began its ranking in 2016 and Frisch Financial was honored to be included as one of the Top 10 Best Financial Advisors in New York. When the list was announced for 2017, Frisch Financial was again included as one of the Top 9 Best Financial Advisors in New York.
AdvisoryHQ’s Selection Methodology takes into consideration not only AUM (assets under management), revenue and the size of an advisory firm, but also includes fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.
AdvisoryHQ looks for well-established, independent, fee-only financial planners, advisors and asset management firms with an experienced advisory team.Services should be customized, with a high level of transparency and they should act as a fiduciary. This is exactly who Frisch Financial is.
AdvisoryHQ’s process is completely independent and firms do not even realize that they are being reviewed by AdvisoryHQ until after their reviews have been completed and published to the public.
Frisch Financial is proud to be included in this exclusive group of advisory firms and to have been ranked three consecutive times.
Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first.