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Putting You First

You have dedicated yourself to building your assets to assure  a comfortable future for your family, and now it’s time to protect, preserve, and enhance your wealth. Our mission at Frisch Financial is to provide wealth management based on your individual goals and financial needs.

For individuals and families, we can combine investment management expertise with financial planning services to offer a highly customized and flexible portfolio design and financial plan based on your financial objectives and your risk tolerance. Together we will co-manage your financial affairs, including your input every step of the way in a long-term relationship.  We also provide expertise on  strategies for senior executives.
As a fee-only Registered Investment Advisor (RIA), we do not sell any products and thus we provide unbiased advice. Our clients always come first.
Here is where objective financial advice can make the difference.  The right financial services prepared by certified professionals can help you answer your short-term questions and give you a roadmap to guide you into the future. Call us to discuss the array of financial services we offer and then select the ones you need.  So, ... if you need an advisor you can trust to help with wealth management services, it's worth your time to call us and be put first. 


© 2016 Frisch Financial Group, Inc. | 445 Broad Hollow Road, Suite 215, Melville, NY 11747 | All rights reserved
P: 516-694-7900 | F: 516-694-7901 |
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445 Broad Hollow Road, Suite 215, Melville, NY 11747 | P: 516-694-7900 | F: 516-694-7901
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