David Frisch is a NY Best-in-State Wealth Advisor

Forbes and SHOOK Research have released their annual ranking of Best-in-State Wealth Advisors. With nearly 45,000 nominations, we are proud to announce David Frisch has been included for the fifth time.

In announcing 2024’s list, Forbes and SHOOK stated that while conducting their research, they found that “the very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives.” In considering candidates for inclusion, they asked themselves: “Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?”

At Frisch Financial Group, we feel that this describes David. We are proud of this recognition that he has received.

Forbes and SHOOK Research use qualitative and quantitative factors in their Best-in-State Wealth Advisors 2024 selection methodology, which can be found here.