David Frisch CPA CFP PFS

Financial Planner Helping Executives & Business Owners Simplify Complex Financial Issues. Frisch Financial Group, Inc. (“Frisch Financial”) is an investment advisor with offices located in New York and Florida. Frisch Financial and its representatives are in compliance with the current registration requirements of those states in which Frisch Financial maintains clients. Frisch Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of Frisch Financial’s current written disclosure statement discussing Frisch Financial’s business operations, services, and fees is available from Frisch Financial upon request. Registration as an investment adviser does not imply any certain level of skill or training. Past performance may not be indicative of future results. All investing carries a risk of loss that clients should be prepared to bear, including the loss of principal. Frisch Financial is neither an attorney nor accountant, and no portion of this brochure should be interpreted as legal, accounting or tax advice. There is no substitute for individualized investment advice. Therefore, no reader should take information in this brochure and attempt to apply concepts to their own investments without consulting a professional.