Who We Help

At Frisch Financial Group, we treat our clients like family


Business Owners, Executives & Families

At Frisch Financial Group, we treat our clients like family; their well-being is our number one priority. While our primary areas of expertise are investment management and financial planning, what we provide is far greater. We provide peace of mind, clarity and guidance. How do we do this? We work with you to understand your financial goals, mitigate risk and help you manage the roller coaster of emotions that accompany the ups and downs in the marketplace.

With that in mind, we work with clients who are of the same mindset and who value having a trusted partner help make what can be tough financial decisions. Our clients understand that everything in their lives is interconnected with their financial situation and that we are here to help with all of it. Wealth is not just about money. Wealth is knowledge, love, happiness, curiosity, life experience, etc. Our “wealth” management services help with all types of wealth.

There are three specific types of people who can benefit from some of our specialized expertise not common to all financial advisors:

Small Business Owners (particularly Family-Owned Businesses)
Senior Executives of Large Corporations with Complex Compensation Programs
Families who are Committed to Leaving a Legacy and Creating Multi-Generational Wealth

If you value having a trusted financial partner help you with your “wealth” management, we would love to talk to you!


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     Our Locations

          Reach Us

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808