Frisch Financial Group - Melville - Melville, New York

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Frisch Financial Group - Melville: A Comprehensive Overview

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Frisch Financial Group – Melville is a respected financial institution located in Melville, New York, dedicated to providing comprehensive financial planning and advisory services to individuals and families. Situated at 445 Broadhollow Rd #215, Melville, NY 11747, the firm operates with a commitment to personalized service and expert guidance. Clients can easily reach them at 66947900. Their website, frischfinancial.com, offers valuable resources and insights into their services.

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Specialties and Services Offered

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Frisch Financial Group – Melville specializes in a wide array of financial services designed to meet the diverse needs of their clientele. Their core competencies include:

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• Financial Planning: They assist clients in developing tailored financial plans that encompass retirement planning, investment strategies, education funding, and estate planning.

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• Financial Consulting: Experienced consultants provide strategic advice on wealth management, investment portfolio optimization, and risk management.

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• Investment Services: The firm offers a range of investment options, including stocks, bonds, mutual funds, and alternative investments, carefully selected to align with client goals and risk tolerance.

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• Tax Consulting: Frisch Financial Group – Melville provides expert tax planning services to help clients minimize their tax liabilities and maximize their financial returns.

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The firm’s approach is rooted in a deep understanding of the financial landscape and a dedication to building long-term relationships with their clients. They prioritize transparency and open communication, ensuring clients are fully informed and comfortable with their financial decisions.

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Location and Accessibility

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The Melville location at 445 Broadhollow Rd #215 is strategically positioned to serve clients throughout the Long Island region. The office is designed to be client-focused, providing a comfortable and professional environment. Notably, the facility is fully wheelchair accessible, featuring an accessible entrance, parking lot, and restroom. Seating arrangements also accommodate individuals with mobility concerns. Furthermore, the firm embraces an inclusive environment and is proudly an LGBTQ+ friendly and transgender safespace, fostering a welcoming atmosphere for all clients.

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Client Feedback and Reputation

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Frisch Financial Group – Melville has garnered positive feedback from its clients, evidenced by two reviews on Google My Business. The average opinion is 5/5, reflecting a consistently high level of satisfaction. Testimonials suggest a strong emphasis on professionalism, knowledge, and patience – qualities that are particularly valued by individuals navigating the complexities of financial planning. One client described the experience as “a wonderful way to navigate the often frightening process of getting your finances in place,” highlighting the firm’s ability to demystify financial concepts and provide reassurance. Another client emphasized the “unparalleled level of professionalism, knowledge, and patience” demonstrated throughout the engagement, resulting in increased confidence in their investments. The anecdotal evidence strongly suggests a commitment to client education and empowerment, fostering a collaborative approach to financial management.

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Additional Points of Interest

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Beyond their core services, Frisch Financial Group – Melville offers several conveniences to enhance the client experience. Online appointments are available for added flexibility, and onsite services are provided at the Melville location. It is recommended to schedule an appointment in advance to ensure availability and receive dedicated attention. The firm’s commitment to accessibility extends to restroom facilities, which are also wheelchair accessible. Clients can anticipate a seamless and comfortable experience throughout their engagement. The firm also demonstrates a commitment to inclusivity by offering a variety of seating options. The firm's dedication to providing a superior experience is evident in every aspect of their operation.

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In essence, Frisch Financial Group – Melville represents a trusted partner for individuals seeking expert financial guidance and personalized service. Their focus on accessibility, client education, and a commitment to building lasting relationships positions them as a valuable resource for navigating the complexities of personal finance.

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"summary": "Frisch Financial Group – Melville is a reputable financial institution offering comprehensive financial planning, investment, and tax services with a strong commitment to client satisfaction and accessibility.",
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👍 Reviews of Frisch Financial Group - Melville