Insights

Strong Industry Reputation Frisch Financial Group has established a strong presence in the financial advisory sector, consistently earning awards such as the Women's Choice Award and recognition as top wealth advisors in Long Island. This reputation indicates their credibility and influence, making them a trusted partner for premium financial services.

Holistic Wealth Management The company combines investment management with comprehensive financial planning, targeting high-net-worth individuals and families seeking personalized and integrated financial solutions. This approach presents opportunities to introduce advanced technological tools or specialized investment products to enhance their service offerings.

Localized Market Focus With a strong presence in Long Island and recognition as a top regional advisor, Frisch Financial is well-positioned to expand offerings tailored to affluent clients in its geographic area. Sales efforts can focus on region-specific wealth management solutions and community engagement programs.

Growing Digital Footprint Recent website launch and the adoption of advanced tech stacks such as Cloudflare, JSON-LD, and YouTube indicate a focus on digital accessibility and client engagement. This opens avenues for delivering targeted digital marketing services, virtual advisory tools, or cybersecurity solutions.

Potential for Enterprise Solutions With revenues between 25M and 50M and a relatively small team, Frisch Financial may be seeking scalable technology platforms or operational efficiencies to support growth. Partnering with fintech providers or offering client onboarding and compliance solutions could be mutually beneficial.

Similar companies to Frisch Financial Group, Inc.

Frisch Financial Group, Inc. Tech Stack

Frisch Financial Group, Inc. uses 8 technology products and services including RSS, Cloudflare, JSON-LD, and more. Explore Frisch Financial Group, Inc.'s tech stack below.

RSS
Content Management System
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
Priority Hints
Performance
Cloudflare Bot Management
Security
YouTube
Video Players
Nginx
Web Servers
AddThis
Widgets

Media & News

Frisch Financial Group, Inc.'s Email Address Formats

Frisch Financial Group, Inc. uses at least 1 format(s):

Frisch Financial Group, Inc. Email Formats	Example	Percentage
First@frischfinancial.com	John@frischfinancial.com	50%
First@frischfinancial.com	John@frischfinancial.com	50%

Frequently Asked Questions

Where is Frisch Financial Group, Inc.'s headquarters located?

Frisch Financial Group, Inc.'s main headquarters is located at 445 Broad Hollow Road, Suite 215. The company has employees across 1 continents, including North America.

What is Frisch Financial Group, Inc.'s phone number?

You can contact Frisch Financial Group, Inc.'s main corporate office by phone at

+1-516-694-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Frisch Financial Group, Inc.'s official website and social media links?

Frisch Financial Group, Inc.'s official website is frischfinancial.com and has social profiles on LinkedIn.

How much revenue does Frisch Financial Group, Inc. generate?

As of December 2025, Frisch Financial Group, Inc.'s annual revenue is estimated to be $330K.

What is Frisch Financial Group, Inc.'s SIC code NAICS code?

Frisch Financial Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Frisch Financial Group, Inc. have currently?

As of December 2025, Frisch Financial Group, Inc. has approximately 19 employees across 1 continents, including North America. Key team members include Chief Operating Officer: D. D.Founder | Ceo: D. F.Director Of Financial Planning: J. S.. Explore Frisch Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Frisch Financial Group, Inc. belong to?

Frisch Financial Group, Inc. operates in the Financial Services industry.

What technology does Frisch Financial Group, Inc. use?

Frisch Financial Group, Inc.'s tech stack includes RSSCloudflareJSON-LDPriority HintsCloudflare Bot ManagementYouTubeNginxAddThis.

What is Frisch Financial Group, Inc.'s email format?

Frisch Financial Group, Inc.'s email format typically follows the pattern of First@frischfinancial.com. Find more Frisch Financial Group, Inc. email formats with LeadIQ.

When was Frisch Financial Group, Inc. founded?

Frisch Financial Group, Inc. was founded in 1999.

Frisch Financial Group, Inc.

Q: How many employees does Frisch Financial Group, Inc. have currently?

Frisch Financial Group, Inc. has approximately 19 employees.

Q: What technology does Frisch Financial Group, Inc. use?

Frisch Financial Group, Inc.'s tech stack includes AddThis, RSS, YouTube, ActiveCampaign, Cloudflare.

Financial ServicesNew York, United States11-50 Employees

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services. Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. We are fee-only, fiduciary advisors, legally and ethically bound to work in our clients best interest.  

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 our clients can achieve their milestones and dreams. 

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