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FRISCH FINANCIAL GROUP

FRISCH FINANCIAL GROUP

Founded in 1999 by David A. Frisch, CPA, CFP®, PFS, Frisch Financial Group is a fee-only advisory firm specializing in working with women as well as 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. In addition to four years of consecutive placement on AdvisoryHQ's Top 10 Best Financial Advisors in New York, NY list (2016-2019), and 2019's placement on AdvisoryHQ's Top 10 Best Financial Advisors in Tampa & St. Petersburg, FL. 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 from 2017-2019. Frisch Financial Group has 3 offices in New York (Melville, New York City and White Plains) and 1 office in Tampa, Florida.

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About FRISCH FINANCIAL GROUP

Founded

1999

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Financial Services

Location

City

Melville

State

New York

Country

United States

Tech Stack (20)

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