Joyce is recognized as one of the best Wealth Advisors in New York State!
The entire team at Frisch Financial would like to congratulate our very own Joyce Streithorst, Director of Financial Planning, for being listed by Forbes on their 2018 Best-in-State Wealth Advisors Ranking for New York.
The Forbes list is developed by SHOOK Research and based on both qualitative and quantitative criteria. Criteria include pre-determined minimum thresholds, acceptable compliance records, and a nomination. Advisors must have at least 7 years of experience as an advisor, at least 1 year at the current firm and over 50% of Frisch Financial’s revenue must be derived from working with individuals. Advisors complete an online survey to supply further information. Then, reviews continue with an analysis of AUM (assets under management), client retention and telephone or in-person meetings. The analysis takes into consideration the full client experience, advisor credentials, team dynamics, community involvement and discussions with peers.
SHOOK is completely independent and objective and does not receive any compensation from advisors.
Joyce Streithorst feels privileged to be a part of this elite group of advisors ranked by Forbes and SHOOK Research. Joyce started her career over 25 years ago and is committed to her fee-only, unbiased financial advice. She thoroughly enjoys assisting individuals with their financial planning and investment management needs. Joyce joined Frisch Financial in 2004.
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.