https://lnkd.in/eu8QQUe5 We are excited to share that for the fourth year in a row, Frisch Financial Group has been voted “Best Wealth Advisors” in the Long Island Business News (LIBN) Reader Ranking Awards! We would like to offer our congratulations to all of the companies who were a part of this year’s competition and express our heartfelt gratitude to everyone who voted for us! Rules and information about the nomination and voting process for the Long Island Business News Reader Rankings Awards, along with the complete list of this year’s winners can be found here: https://lnkd.in/e3j4T_EA
Frisch Financial Group
Financial Services
Melville, NY 651 followers
Your Bridge to Financial Independence
About us
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.
- Website
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https://www.frischfinancial.com/
External link for Frisch Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Melville, NY
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Financial Planning, Investment Management, Executive Compensation, Small Business Owners, and Multi-Generational Wealth Management
Locations
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Primary
445 Broad Hollow Road, Suite 215
Melville, NY 11747, US
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1140 Avenue of the Americas, 9th Floor
New York, NY 10036, US
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777 Westchester Ave, Suite 101
White Plains, NY 10604, US
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2202 N. West Shore Blvd, Suite 200
Tampa, FL 33607, US
Employees at Frisch Financial Group
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Jason Sacks, CFP®
Principal and Wealth Advisor
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David Frisch, CPA, CFP®, PFS
Founder & CEO, Helping Execs & Business Owners Simplify Complex Financial, Investment & Tax Issues to Create a Legacy
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Wendy Zimms Brennan
Senior Client Services Administrator at FRISCH FINANCIAL GROUP, INC.
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Jennifer M.
Client Services Administrator at FRISCH FINANCIAL GROUP, INC.
Updates
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Learn more about how important a health care proxy is to have as part of your estate planning documents. #estateplanning #financialadvisor #endoflifecare
Highly trusted Financial Advisor helping Women and Families to experience Prosperity & Peace of Mind
End-of-life planning is one of the most important things we can do for our family so that they will be financially protected and supported in our absence, yet even the thought of approaching this task can feel daunting. This does not have to be overwhelming when you have an advisor who is experienced in holistic end-of-life planning. What is most important is that you take action, and one of the easiest steps you can take today is to create a health care proxy. #healthcareproxy #advancedirectives #endoflifecare #endoflifemedical #emergencymedical #financialadvisor #estateplanning
What is a Health Care Proxy That is Used in End-of-Life Planning?
Joyce Streithorst, CFP®, MSFS, CDFA on LinkedIn
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Learn more about the 2025-2026 FAFSA. #FAFSA #collegetuition #collegestudent #financialaid #financialplanning
Highly trusted Financial Advisor helping Women and Families to experience Prosperity & Peace of Mind
There were many updates to the FAFSA form for the 2024-25 school year and those changes remain in effect. Here are things you should keep in mind as you prepare for this year’s FAFSA. #collegebound #collegefinancialaid #fafsa #financialaid #financialplanning
FAFSA Rules for 2025-2026
Joyce Streithorst, CFP®, MSFS, CDFA on LinkedIn
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At Frisch Financial Group, we have long recognized Joyce Streithorst, CFP®, MSFS, CDFA, as an inspiring leader. We are so proud that Long Island Business News (LIBN) is including her in their list of “Long Island Business Influencers: Dynamic Women 2024!” All of us at Frisch would like to congratulate Joyce, and all the outstanding women on this year’s list! The full list of Long Island Business Influencers: Dynamic Women Leaders List 2024 can be found here: https://lnkd.in/eGqehf_p
Introducing Long Island Business Influencers: Dynamic Women Leaders List 2024
https://libn.com
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We are so pleased to share that Frisch Financial Group's Business Operations Manager, Ally Cropsey, has been named as one of Long Island Business News's 2024 Emerging Leaders Under 30! We’d like to offer our sincere congratulations to Ally and all of the accomplished young professionals on this year’s list, which can be found here: https://lnkd.in/e2RmhJk2 #LIBN #emergingleadersunder30 #longislandprofessionals #financialadvisor #wealthmanagement
Long Island Business News
libn-ny.newsmemory.com
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Frisch Financial Group reposted this
https://lnkd.in/eWWRBJQJ We are pleased to share that we have announced this year's recipient of the Frisch Financial Group Scholarship for Excellence! This scholarship was established in 2016 to give a deserving high school student assistance in working toward a college degree in finance. We’d like to offer our congratulations to all the graduating students in the class of 2024! #classof2024 #scholarship #financedegree #financialadvisor #college
Frisch Financial Group’s 2024 Scholarship for Excellence is Awarded
https://frischfinancial.com
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https://lnkd.in/eWWRBJQJ We are pleased to share that we have announced this year's recipient of the Frisch Financial Group Scholarship for Excellence! This scholarship was established in 2016 to give a deserving high school student assistance in working toward a college degree in finance. We’d like to offer our congratulations to all the graduating students in the class of 2024! #classof2024 #scholarship #financedegree #financialadvisor #college
Frisch Financial Group’s 2024 Scholarship for Excellence is Awarded
https://frischfinancial.com
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https://lnkd.in/eadGRfxJ We are proud to announce that Long Island Business News has named David Frisch, Founder and CEO of Frisch Financial Group, to their 2024 list of Banking and Finance Influencers. Congratulations David! You can find the complete list here: Introducing Long Island Business Influencers: Banking and Finance list 2024 | Long Island Business News (libn.com)
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https://lnkd.in/eaku3BBM We are proud to announce that David Frisch has been included in the Forbes and SHOOK Research Best-in-State Wealth Advisors ranking for 2024. Congratulations to David and all the advisors on this year's list! #wealthadvisor #financialadvisor #forbes #bestinstate
Forbes and SHOOK Research Included David Frisch in Prestigious Ranking for the 5th Year
https://frischfinancial.com
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We are proud to announce that Long Island Business News has included Josiah Choy, CFA in their 2024 Who’s Who in Banking and Finance issue. We'd like to congratulate Josiah and the other bank and finance professionals who have been featured. #financialadvisors #wealthmanagement #LIBN #longislandbusiness #financialplanning https://lnkd.in/gY9yKSSe
LIBN Features Josiah Choy, CFA as One of 2024’s Who’s Who in Banking and Finance
https://frischfinancial.com