Frisch Financial Group, Inc. Celebrates Major Milestone

MELVILLE, N.Y., June 25, 2019 /PRNewswire-PRWeb/ -- Celebrating their 20th anniversary after having received the Women's Choice Award® seven years in a row (2013-2019), 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, Frisch Financial has established itself as an industry-recognized firm which currently has approx. $440 million in assets under management. Not everyone gets to do what they love for a living, but on June 25, 1999, when David Frisch, CPA, CFP®, PFS, began accepting clients for his new financial planning and investment management firm started 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.

"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, a Forbes 2019 Best-in-State Wealth Advisor. Now, with a clientele that spans the country and offices in Melville, NY, New York City, White Plains, NY and Tampa, FL, Frisch Financial is a comprehensive fee-only financial planning and investment management advisory firm that places an emphasis on helping clients to establish their unique goals, and works with them to enhance and protect wealth, while specializing in managing complex tax strategies. Frisch Financial's clients include small business owners (particularly family owned businesses), senior executives of large corporations with complex compensation programs and families who are committed to leaving a legacy and creating multi-generational wealth.

Jason Sacks, CFP®, CFS, Partner and Director of Investments states, "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."

Joyce Streithorst, CFP®, MSFS, CDFA, Director of Financial Planning and a Forbes 2018 Best-in-State Wealth Advisor adds, "I feel blessed to have worked at Frisch Financial for the last 15 years. 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 I feel so fortunate to have such an amazing and caring team to work with."

The selection criteria for AdvisoryHQ and Women's Choice Award® can be found here: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/ and http://www.womenschoiceaward.com/methodology/.

About Frisch Financial Group
Frisch Financial Group, Inc. is a comprehensive fee-only investment management and financial planning advisory firm specializing in working with small business owners (particularly family owned businesses), senior executives of large corporations with complex compensation programs and families who are committed to leaving a legacy and creating multi-generational wealth. David A. Frisch, President and Founder was named to Forbes' 2019 Best-in-State Wealth Advisors Ranking, Joyce A. Streithorst, CFP®, MSFS, CDFA, Director of Financial Planning was named to Forbes' 2018 Best-in-State Wealth Advisors Ranking and was also listed by Working Mother magazine as a Top Wealth Advisor Mom in 2018 and 2017. 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

 

SOURCE Frisch Financial Group, Inc.

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