FRISCH FINANCIAL GROUP, INC. 2017-09-26T09:45:39+00:00

FRISCH FINANCIAL GROUP, INC.

This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
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Addresses:
> 445 Broad Hollow Road, Ste. 215, Melville, NY 11747
> 100 Park Ave, Suite 1600, New York, NY 10017
> 2202 N. West Shore Blvd, Suite 200, Tampa, FL 33607
>777 Westchester Ave, Suite 101, White Plains, NY 10604

Phone Numbers:
> 516-694-7900
> 212-983-8444
> 813-639-7580
> 914-696-0800

“We understand how important it is for women to achieve their goals and financial security. We guide them through life changing events (ie. divorce, second marriage, widowhood, and retirement) and we develop a long term, trusted, and valued relationship.”

Members

David A. Frisch
President and Founder
Certifications & Licenses:
CPA, CFP®, PFS
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Jason M. Sacks
Partner
Certifications & Licenses:
CFP®, CFS
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Joyce A. Streithorst
Head of Financial Planning Services, Chief Compliance Officer
Certifications & Licenses:
CFP®, MSFS, CDFA
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Our Practice

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.

Services Offered and Areas of Focus

Two core services: fee-only financial planning and investment management.

Investment Management:

  • Development and Implementation
  • Ongoing Management
  • Disciplined Investment Strategy
  • Risk Tolerance Assessment
  • Tax Efficient Investing

Financial planning:

  • Retirement Planning
  • Life Changing Events (i.e., Marriage, Buying a Home, Educating Children, etc.)
  • Cash Flow Management
  • Income Tax Planning
  • Family Wealth Management (Multi-Generational)
  • Divorce Planning
  • Estate Planning
  • Assistance to Surviving Spouse
  • Insurance Needs Review and Planning
  • Charitable Planning and Gifting Strategies

Specialties and Types of Clients Served

We serve various clients ranging from executives, business owners, families, divorcés, widows, doctors, trustees, to same-sex couples. Our services are customized for each client.

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