At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services. Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. We are fee-only, fiduciary advisors, legally and ethically bound to work in our clients best interest.
Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so our clients can achieve their milestones and dreams.
The Frisch Financial Group bridges our client’s long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 445 Broad Hollow Road, Suite 215, Melville,ny 11747,united States
- Phone
- 516-694-7900
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- frischfinancial.com
- Keywords
- Financial Planning, Investment Management, Executive Compensation, Small Business Owners, Multi-Generational Wealth Management.
- HQ
- Melville, NY
Frisch Financial Group Questions
Frisch Financial Group's helpline number is 516-694-7900
Frisch Financial Group's website is frischfinancial.com
Frisch Financial Group's LinkedIn profile is https://www.linkedin.com/company/frisch-financial-group-inc-
Frisch Financial Group has
19 employees.
View email and phone details for 19
employees at Frisch Financial Group.
Frisch Financial Group's industry is
Financial Services
Frisch Financial Group's top competitors are
Point Wealth Management,
Christian Financial Advisors Network,
The Higher Line Llc,
Rothschild & Co,
First Heartland Consultants, Inc.,
Kaysi Gordon Financial Planning,
Phaxis,
Major Credit A.s.,
Fwg Investments, Llc,
Forest Hills Financial Group.
Frisch Financial Group's categories are Financial Services
Frisch Financial Group's founding year is 1999
