DAVID FRISCH IS INCLUDED IN PRESTIGIOUS RANKING FOR THE 4th YEAR
Forbes and SHOOK Research have released their 2023 ranking of Best-in-State Wealth Advisors along with remarks that “the steady hand of a seasoned wealth advisor is needed now more than ever.” The advisors who have earned a spot on this list have a track record of success over time and, once again, Frisch Financial Group’s Founder and CEO, David Frisch, has been included.
Each year, advisors who are candidates for this recognition undergo an extensive screening process. Multiple factors go into Forbes and SHOOK Research’s ranking, including meeting minimum thresholds of experience and qualifications, and displaying acceptable compliance records. Narrowing down this year’s 39,000+ qualified nominees, Forbes and SHOOK conducted interviews with candidates, searching for advisors who are high quality and could be recommended to a friend or family member. Among the competitive ranks of New York’s wealth advisors, David was selected as one of the best.
All of us at Frisch Financial Group are proud of David and the recognition he is receiving being named to this year’s Forbes Best-in-State list!
Forbes and SHOOK Research’s Best-in-State Wealth Advisors 2023 selection methodology can be found here.