电子邮件 | den***@***.com | 获取Email |
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电子邮件 | den***@***.com | 获取Email |
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Frisch Financial Group is a fee-only, fiduciary, financial planning and investment management firm located in Long Island, New York City, Westchester, NY and Tampa, FL, that is focused on wealth management and the simplification of complex financial situations for our clients. Our investment and financial planning recommendations are unbiased and carefully constructed to your best interests. Our team is dedicated to uncompromising ethics. Your life-long ambition of financial freedom for a comfortable retirement lifestyle is what we work on, day in and day out. In an ever-changing world, we're driven by what's right for our clients. Our clients work hard, and want to know they'll have the resources they need to maintain the lifestyle they want. We help keep them on the right path by combining investment strategies with a financial plan designed to preserve what they have, while achieving their goals. While we do serve a select client base with complex financial situations, there are three types of people for which we have specialized expertise: family owned businesses, senior executives, and families focused on creating multi-generational wealth. 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 wrong tax strategies can make your retirement far more expensive. While we have a wealth of knowledge and expertise in financial planning and wealth management, what our clients value most is our hearts. We are a firm focused on families and seeing those families achieve their dreams. Frisch Financial has recently ranked as one of the top 10 advisory firms in New York by Advisory HQ and has received The Women's Choice Award® four years in a row (2013, 2014, 2015, 2016). For information on how AdvisoryHQ selects their top advisors: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
公司 | Frisch Financial Group |
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职位 | Frisch Financial Group |
地点 | United States |
http://www.linkedin.com/in/denisedaviesusa | |
部门 | master_finance |
头衔 | Frisch Financial Group |
Team Red, White & Blue Veteran Engagement Volunteer
2018-06-01 -
Frisch Financial Group Frisch Financial Group
2005-05-01 -
Bear Stearns & Co. Cost Accountant
1998-03-01 - 2001-12-01
UBS Cost Accounting Clerk
1997-06-01 - 1998-03-01
Team Leader
1994-08-01 - 1997-06-01
Denise Jackson 在 Frisch Financial Group 担任 Frisch Financial Group
Denise Jackson 在 Frisch Financial Group 的职位是 Frisch Financial Group
Denise Jackson 的电子邮件地址是 den***@***.com
Denise Jackson 的电话号码是 -
Denise Jackson 的公司电话号码是 +151****
Denise Jackson 在 financial services 工作。
Denise Jackson 的一些同事包括Josiah Choy、Denise Jackson、Wendy Brennan、Harold FrischShawn Gallagher、。
Denise Jackson联系方式: 电子邮件地址:den***@***.com 电话号码:-
Denise Jackson 的个人领英是:http://www.linkedin.com/in/denisedaviesusa
Denise Jackson 的办公地点:445 Broad Hollow Road, Suite 215, Melville, NY 11747, United States
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