process that ensures you will be well on your way to financial peace by step 5.
1. Discovery. This can be considered your interview. Your New York financial advisor will spend time listening to your interests, values, goals, relationships, and assets.
2. Investment Plan. You'll be presented with a proprietary "first draft" of your investment plan. At this point, you will have the opportunity to ask questions, assess risks, and make changes to your plan.
3. Mutual Commitment. Once both parties are happy with the plan, you sign an agreement that puts the wheels of your financial future into motion, and you are officially part of the Francis Financial family.
4. Foundation. Shortly after you have officially become a client, you can opt to meet with your advisor to further discuss the details of your situation.
5. Review. Through regularly scheduled reviews, Francis Financial's team of advisors can stay on top of your financial needs and make adjustments if a life situation requires an amendment to your plan.
focused on wealth management and the simplification of complex financial situations for their clients.
As a fiduciary, Frisch Financial Group is required to provide investment and financial planning recommendations that are unbiased and carefully constructed to their clients’ best interests.
While this New York financial advisory firm happily works with any client committed to improving their financial situation, there are four types of clients for which they have specialized expertise:
These types of clients have one very important thing in common that demands the need for a higher expertise than is found from the typical financial advisor – complex tax issues. The firm’s founder, New York financial advisor David Frisch, is both a CPA and CFP® and has 25 years of Financial Planning, Investment Management, and tax experience.
Key Factors that Enabled This Firm to Rank as a Top Wealth Advisory Company
Fee-Only Structure
As a fee-only Registered Investment Advisor in New York, Frisch Financial Group does not provide advice based on commissions and does not sell any products. As such, the Frisch Financial Group team is able to provide you with objective, unbiased advice.
As a goal-based financial planner, Frisch Financial Group seeks to clarify, organize, and consolidate client information using multiple financial tools to create a unified vision of their client's goals. They are a private firm that offers investment management as well as financial planning for all your needs.
Small Scale of Clients
Frisch Financial Group, unlike most wealth management firms in New York, strives to keep a limited number of clients so they can best serve them. Instead of signing as many clients as they can, they take a more personal approach by keeping a limited number of openings. This New York financial advisory firm's exclusivity allows them to provide customized financial care.
Over 100 Years of Experience
Between their five senior advisors and client service staff, Frisch Financial Group has over 100 years of combined experience in their field! This supplies this team of New York financial advisors with a wealth of knowledge and expertise. They know the ins and outs of the business to serve you better every day.
The Women’s Choice
– Top Ranking Financial Advisors in New York City
Below, please find the detailed review of each card on our list of the best financial advisors in New York. We have highlighted some of the factors that allowed these wealth management firms in New York to score so high in our selection ranking.
http://www.advisoryhq.com/articles/top-rated-best-financial-advisors-in-new-york-ny/
range of financial services that are custom tailored to your lifestyle. Examples of such niches include:
A Boost for Women
Top 9 Financial Advisors in New York | Brief Comparison
Financial Advisors in New York | Highlighted Features |
Altfest | Total Portfolio Management |
Apexium | 401(k) Plans and Retirement Solutions |
Francis Financial | 5 Step Plan |
Frisch | Limited Clients |
HFH | Healthcare Planning |
Joel Isaacson & Co. | Integrated Tax Strategies |
KBK | Trustee Planning |
MainStreet | Follow-On Services |
Northwestern | Client Center & Advanced Planning Library |
Table: Top 9 Financial Advisors in New York City | Above list is sorted alphabetically
Don't Miss: High Yield Bank Accounts
List of the Best Financial Advisors in New York
List is sorted alphabetically (click any of the names below to go directly to the review section for that New York wealth management firm)
Click here for 2016's Top 10 Financial Advisors in New York
financial advice during your best—and worst—times. Situations that may call for New York financial planners include:
A 5-Step Plan