Frisch Financial Group

Name: Frisch Financial Group
Address: 445 Broadhollow Rd, Melville, New York, United States
Telephone: 516-694-7900

Your Bridge to Financial Independence

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Frisch Financial Group Frisch Financial Group

Melville, NY

Serving Clients Nationwide

Your Bridge to Financial Independence

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516-694-7900

Website

Primary Advisor Locations

Locations

📍 445 Broad Hollow Road, Suite 215, Melville, NY 11747

📍 1140 Avenue of the Americas, 9th Floor, New York, NY 10036

📍 2202 N. West Shore Blvd, Suite 200, Tampa, FL 33607

📍 777 Westchester Ave, Suite 101, White Plains, NY 10604

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Compensation Methods

Fee Only

About Frisch Financial Group

Do you want financial peace of mind and the tools to reach your financial goals? At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

We help simplify your financial complexities through The Frisch Process. As a fee only advisor, we do not sell any products and therefore, you can trust Frisch Financial to provide unbiased advice.

Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success.

We Treat Our Clients Like Family

Being a part of the Frisch Financial family means your overall wants, needs & goals are heard through our experienced listening skills so together we create an achievable financial plan. You will always receive unbiased advice that is in your best interest, along with an understanding of your complex financial situation through organization and prioritization.

Your Frisch Financial family will be there to care for you through some of life’s most difficult times and will provide continuous communication to help you navigate through it all.

Our Mission & Vision

Our mission is simple – to help you protect, preserve, and enhance your wealth.

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 you can achieve your milestones and dreams.

The Frisch Financial Group bridges your long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.

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Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Families
Gen X
Intergenerational Families
Living in Retirement
Parents
Widow
Women’s Finance

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