June 27th, 2019
Not everyone gets to do what they love for a living, but on June 25, 1999, when David Frisch began accepting clients for his new financial firm based out of his apartment in New York City, it was out of a passion for helping people from which this startup grew into the strong company it is today. Frisch Financial has established itself as an industry-recognized firm which currently manages approx. $440 million in assets and has remained constant in its dedication to providing comprehensive fee-only financial planning and investment management. Now, as Frisch Financial reaches the milestone of its 20th anniversary, there are many people to thank and accomplishments to celebrate.
Beginning in a home office and stepping up into larger professional spaces several times along the way, it was Frisch’s commitment from the start to provide the best services possible for our clientele. Now, in addition to our headquarters in Melville, NY, we have expanded to include offices in New York City, White Plains, NY and Tampa, FL. Regardless of our location, our emphasis has always been on striving to put our clients first and to do what is in their best interest. “I’ve enjoyed every minute of the last 20 years helping our clients and the multi-generations of our clients attain their financial goals,” states President and Founder David Frisch.
Jason Sacks, Partner and Director of Investments adds, “I am extremely proud of our 20th year anniversary. We have accomplished this by growing organically, and never wavering on our values. We continue to believe that a ‘client-centric’ focus and hiring the right employees is the secret to our success. Thank you to our clients and employees for helping us achieve this milestone.”
Frisch Financial’s commitment to clients has been recognized with the honor of being included on AdvisoryHQ’s Top 10 Best Financial Planners in New York, NY list for 4 consecutive years (2016-2019) and being named to the AdvisoryHQ’s 2019 ranking of Top 10 Best Financial Planners in Tampa & St. Petersburg, FL.The selection criteria for AdvisoryHQcan be found here: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/.
Frisch Financial has also received the Women’s Choice Award® seven years in a row (2013-2019) and their selection criteria can be found here: www.womenschoiceaward.com/methodology/.
David Frisch was named as a Forbes 2019 Best-in-State Wealth Advisor, Joyce Streithorst, Director of Financial Planning was named as a Forbes 2018 Best-in-State Wealth Advisor and has been included on Working Mother magazine’s list of Top Wealth Advisor Moms for the last two years. The selection criteria for these two honors can be found here: https://www.forbes.com/sites/rjshook/2019/02/20/forbes-best-in-state-wealth-advisors-methodology-2019/#12e378b14ed1 and https://www.workingmother.com/sites/workingmother.com/files/attachments/2018/10/wm-topwealthadvisors2018.pdf
In addition, our advisors have been sought-after contributors to media outlets such as CNBC News, FIOS1 TV, Money, The Wall Street Journal, Morningstar®, Newsweek, U.S. News & World Report and more.
“I feel blessed to have worked at Frisch Financial for the last 15 years,” states Streithorst. “We strive to put our clients first and take our fiduciary responsibility very seriously. We make decisions as we would for ourselves and our own families. It is a joy to come to the office and to be so fortunate to have such an amazing and caring team to work with.”
At Frisch Financial, we greatly appreciate each of the clients and the many business partners who have traveled this path with us. While some of our relationships have begun as recently as this month, there are those who have been with us from the beginning. As we celebrate this major milestone, we are honored that so many have chosen to work with Frisch Financial and we look forward to continuing to provide our clients with financial management, advice and guidance long into the future.