Frisch Financial is Included in AdvisoryHQ’s 2020-2021 Top 11 Ranking
Each year AdvisoryHQ conducts an independent review of financial firms throughout the country and uses a comprehensive system to rank the top financial advisors. Earlier this year, Frisch Financial Group was included in their list of the Top 12 Best Financial Advisors in New York, NY, and now, we are happy to announce our placement on AdvisoryHQ’s 2020-2021 ranking of the Top 11 Best Financial Advisors in Tampa & St. Petersburg, FL.
“Tax law can be a headache, particularly for individuals who have multiple and complex sources of income. Frisch is one of the best financial advisors in Tampa, FL due to their expert approach to managing complex tax issues and helping clients create inter-generational wealth. In addition, the firm is a fee-only fiduciary, so it is dedicated solely to providing clients with the best financial advice and wealth management services. These are the main reasons why we have given Frisch Financial Group a 5-star rating for 2020-2021,” states AdvisoryHQ’s ranking summary.
In seeking candidates for their ranking, 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.
“Everyone on our team truly cares about each of our clients,” states Joyce Streithorst, Director of Financial Planning. “We always place their needs first and use our expertise in investment management and financial planning to help them achieve success in accomplishing their goals. We are thrilled AdvisoryHQ has once again recognized us for doing what we love to do!”
AdvisoryHQ’s reviews and rankings are 100% independently researched 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. Their 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.
Frisch Financial Group has been included in AdvisoryHQ’s lists of the Top 11 Best Financial Planners in Tampa & St. Petersburg from 2019-2021 and has been listed as one of the Top 12 Best Financial Planners in New York City for six consecutive years (2016-2021).
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.