We are an ongoing Women’s Choice Award Winner and are committed to helping our women clientele achieve financial security.
Frisch Financial Group, located in Long Island, New York, and Florida, continues to be a Women’s Choice Award Winner. The Women’s Choice Award for Financial Advisors & Firms was established by WomenCertified Inc. in an effort to help assist women locate firms and advisors that provide a strong commitment to their female clients. Firms and advisors who meet the 17 criteria are given a distinguished Women’s Choice Award.
The Women’s Choice Award Financial Advisor Program consistently recognizes Frisch Financial as having highly qualified advisors that are committed to serving women clientele. In addition to meeting the 17 criteria mentioned above, Frisch Financial conducts periodic client surveys to ensure that we are delivering the highest level of service. We are pleased and honored that in our most recent survey our clients gave us an overall client satisfaction rating of 4.8 out of a possible 5 points!
At Frisch Financial, our goal is to help our clients preserve, protect, and grow their wealth with the help and support of our experienced financial planners and investment management team. We use a co-management approach that allows us to customize our client’s level of involvement in their portfolio. Since we are a fee-only advisor, we are not tied to particular products therefore, we provide our clients with unbiased advice. Our clients are our first priority.
We continue to be committed to helping our women clientele achieve financial security and their individual financial goals. We are here to help guide our clients through all of their life events to include retirement, widowhood, divorce, or a second, third, or fourth marriage. As a fiduciary, we provide unbiased advice and support throughout all of your life changing events, and strive to build a life-long, trusting relationship with all of those we serve.
Since first being designated as a Women’s Choice Award Winner in 2013, Frisch Financial Group now carries the Women’s Choice Award seal which indicates our commitment to enhance the empowerment of women. Some of the many services we provide under the areas of our two core departments – financial planning and investment management are:
– Development and Implementation
– Ongoing Management
– Disciplined Investment Strategy
– Risk Tolerance Assessment
– Tax Efficient Investing
– Retirement Planning
– Life Changing Events (i.e., Buying a Home, Marriage, Educating Children, etc.)
– Cash Flow Management
– Income Tax Planning
– Family Wealth Management
– Divorce Planning
– Estate Planning
– Assistance to Surviving Spouse
– Insurance Needs Review and Planning
– Charitable Planning and Gifting Strategies
In addition to being a Women’s Choice Award Winner, Frisch Financial Group also was awarded the Top 10 Advisor Award by AdvisoryHQ in 2016 because of the extensive services we provide, our years of experience, out limited number of clients and fee-only structure.
As a National Association of Personal Financial Advisors (NAPFA) member, Frisch Financial offers a wide range of fee-only services which include hourly services, portfolio advice and ongoing investment services in a cohesive manner. Our Frisch Financial advisors are also located in the CFP Board’s directory of financial advisors.
No matter what life situation you find yourself in, our professionals at Frisch Financial Group are committed to providing you with financial planning and wealth management options that are right for you. Contact us today to make an appointment to meet with one of our advisors so that we can assist you on the road to financial security.
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.