Insights

Premium Clientele Focus Frisch Financial Group serves high-net-worth individuals and families, emphasizing personalized wealth management and comprehensive estate planning. This indicates opportunities for premium financial products, advanced estate solutions, and high-touch advisory services tailored to affluent clients.

Recognition and Trust Consistent industry recognition, including Forbes Top RIA and Women's Choice Awards, highlights their reputation for excellence. Leveraging their credibility can facilitate introductions to clients seeking reputable and award-winning financial advisors.

Technology Integration Utilizing advanced tools like Cloudflare, ActiveCampaign, and Google Fonts API suggests they value seamless digital engagement. There is potential to offer innovative financial technology solutions or enhanced client experience platforms to support their digital-first approach.

Market Positioning With revenue estimates between 25M to 50M and a boutique, client-centric model, Frisch Financial reveals an established yet growth-oriented positioning. Opportunities exist to provide scalable financial products or strategic partnerships to support their expansion efforts.

Community and Awards Repeated awards and community recognition demonstrate their active engagement in the local and industry community. This presents a chance to introduce community-focused financial programs, educational initiatives, or partner services aligned with their community involvement.

Frisch Financial Group Tech Stack

Frisch Financial Group uses 8 technology products and services including Cloudflare, Google Fonts API, Twemoji, and more. Explore Frisch Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • ActiveCampaign
    Marketing Automation
  • Divi
    Page Builders
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • MonsterInsights
    Web Platform Extensions

Media & News

Frisch Financial Group's Email Address Formats

Frisch Financial Group uses at least 1 format(s):
Frisch Financial Group Email FormatsExamplePercentage
First@frischfinancial.comJohn@frischfinancial.com
100%

Frequently Asked Questions

Where is Frisch Financial Group's headquarters located?

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Frisch Financial Group's main headquarters is located at 445 Broad Hollow Road Suite 215 Melville, New York 11747 United States. The company has employees across 1 continents, including North America.

What is Frisch Financial Group's phone number?

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You can contact Frisch Financial Group's main corporate office by phone at . 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's official website and social media links?

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

What is Frisch Financial Group's NAICS code?

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Frisch Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Frisch Financial Group have currently?

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As of April 2026, Frisch Financial Group has approximately 16 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's employee directory with LeadIQ.

What industry does Frisch Financial Group belong to?

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Frisch Financial Group operates in the Financial Services industry.

What technology does Frisch Financial Group use?

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Frisch Financial Group's tech stack includes CloudflareGoogle Fonts APITwemojiActiveCampaignDivireCAPTCHACloudflare Bot ManagementMonsterInsights.

What is Frisch Financial Group's email format?

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

When was Frisch Financial Group founded?

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Frisch Financial Group was founded in 1999.

Frisch Financial Group

Financial ServicesNew York, United States11-50 Employees

At Frisch Financial Group, we specialize in helping our clients protect, preserve, and enhance their wealth through our investment management expertise, comprehensive financial planning services, including end-of-life planning, medical diagnosis planning, and retirement planning. Since our founding in 1999, we've delivered a boutique experience with a personalized, high-touch approach, tailoring your financial roadmap to ensure long-term success and peace of mind.

As fee-only, fiduciary advisors, we are legally and ethically committed to acting in our clients' best interests. Over two decades in business have taught us how to provide exceptional service, earn trust, and guide individuals and families in making wise, informed financial decisions. Our holistic approach seamlessly integrates investment management, financial planning, and specialized end-of-life services, including estate, charitable, and legacy planning.

Whether you're planning for future milestones or navigating the complexities of terminal illness, Frisch Financial Group is here to support your financial wellness and help you achieve your dreams.

Section iconCompany Overview

Headquarters
445 Broad Hollow Road Suite 215 Melville, New York 11747 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Frisch Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Frisch Financial Group's revenue is estimated to be in the range of $25M$50M

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