Frisch Financial Group, INC.

Frisch Financial Group is a registered investment advisor based in Melville, New York, that provides investment management and financial planning services to individuals, high-net-worth individuals, businesses, trusts, estates, and retirement plans. Frisch Financial Group operates as a legally required fiduciary, meaning they are bound to put your best interests first. When managing your investments, Frisch Financial Group offers both discretionary authority (where they make trades on your behalf without asking first) and non-discretionary authority (where they get your approval before every trade). They construct diversified portfolios using individual stocks and bonds, mutual funds, exchange-traded funds, and options, while tailoring strategies to your specific goals. They also provide holistic consulting on related financial matters like retirement planning, tax strategies, and estate planning, though implementation of legal or insurance advice is referred to outside professionals. Frisch Financial Group primarily recommends Charles Schwab as a custodian for client accounts.