Frisch Financial Group, Inc. Employee Directory

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.

Find Frisch Financial Group, Inc. employees' phone numbers or email addresses

Frisch Financial Group, Inc. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Frisch Financial Group, Inc.'s Leadership

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    D. D.
    Chief Operating Officer
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    D. F.
    Founder | Ceo
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    J. S.
    Director Of Financial Planning
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    P. V.
    Director Of Business Development
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    J. C.
    Portfolio Manager
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    J. S.
    Principal And Wealth Advisor
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    S. G.
    Principal
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    A. R.
    Senior Client Service Associate
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Contact profiles from Frisch Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
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    D. J.
    Frisch Financial Group
    Phone icon
    United StatesNew York
    Oct 23, 2025
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    H. P.
    Front Office Administrator
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    United StatesNew York
    Oct 18, 2025
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    J. M.
    Client Services Administrator
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    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    S. K.
    Portfolio Management Analyst
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    United StatesNew York
    Nov 12, 2025
  • Stylized image of a person
    T. S.
    Database Associate
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    United StatesNew York
    Nov 13, 2025

Frequently Asked Questions

What is Frisch Financial Group, Inc. known for?

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Frisch Financial Group, Inc. was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 445 Broad Hollow Road, Suite 215; you can contact the main corporate office by phone at . Explore Frisch Financial Group, Inc.'s company overview page for more information.

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

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Frisch Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Frisch Financial Group, Inc. email formats with LeadIQ.

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

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Frisch Financial Group, Inc. has approximately 19 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Frisch Financial Group, Inc.'s key employees and leadership?

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As of December 2025, Frisch Financial Group, Inc.'s key employees include:

  • Chief Operating Officer: D. D.
  • Founder | Ceo: D. F.
  • Director Of Financial Planning: J. S.
  • Director Of Business Development: P. V.
  • Portfolio Manager: J. C.

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