
David Frisch, CFP, CPA/PFS
Frisch Financial Group, Inc. is a comprehensive financial planning and investment management services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and preserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. At our firm, we provide a wide array of expert assistance in the following areas: Financial Planning, Fee-Only Investment Management Services, Pension, Profit Sharing & Employee Benefit Plan Consulting, Cash Flow Management & Personal Budget Preparation, Individual Income Tax Planning & Preparation.