Intelligent Wealth Management Tailored For Your Life
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.
Frisch Financial Group Celebrates 20th Anniversary
At Frisch Financial, we greatly appreciate each of the clients and the many business partners who have traveled this path with us. While some of our relationships have begun as recently as this month, there are those who have been with us from the beginning. As we celebrate this major milestone, we are honored that so many have chosen to work with Frisch Financial and we look forward to continuing to provide our clients with financial management, advice and guidance long into the future.
WHO WE SERVE
Who We Serve
We have long term relationships with our clients who value having a trusted partner to provide clarity and guidance for complex financial decisions. Many of our clients are senior business executives, business owners, and families who are committed to securing multi-generational wealth.
Professional Wealth Management
You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to provide the lifestyle you want – for you, and your family. We’ll keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.
Custom unbiased portfolio management based on client goals, risk tolerance, and tax.
Comprehensive financial planning is an ongoing process adjusted with life’s changes.
HOW WE WORK
How We Work Together
We will work together with you to define your goals and create an individualized plan to help you reach them.
Cares for Me Like Family
Helps me and my family understand our financial options, and works towards our goals, and is always on my side through ups and downs. They do the worrying for us and help us build and protect our legacy.
Creates a Plan that’s Right for Me
Listens to and understands what I want to accomplish – for myself and my family. Makes sure I understand all the pieces of my financial picture. Provides unbiased opinions and recommendations based on what’s right for me.
Trusted Financial Experts
Provides unbiased information and advice about all aspects of my financial picture. Works with me to develop a customized plan to reach my goals – and helps make sure I stay on track to meet those goals. Helps me make smart decisions now so I’ll have the resources I need to meet future goals.
Financial education is important to us. We share educational material that can help you make important financial decisions.
Financial Education Matters
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445 Broad Hollow Road
Melville, NY 11747
1140 Avenue of the Americas 9th Floor
New York, NY 10036
2202 N. West Shore Blvd
Tampa, FL 33607
777 Westchester Ave
White Plains, NY 10604