Jason Sacks
CFP®, CFS
Frisch Financial Group, Inc.
Financial Advisor
Jason Sacks
CFP®, CFS
Frisch Financial Group, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Sacks, CFP®, CFS
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Meet Jason Sacks
Jason Sacks specializes in investment management and portfolio allocation strategies. He has more than 15 years of experience working with investment portfolios and has extensive knowledge of mutual funds, stocks, fixed income, options, and exchange-traded funds (ETFs). Jason is the head trader of Frisch Financial and develops investment strategies. He joined the firm in 2006 as a senior investment analyst and became Partner in 2010.
Jason Sacks is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jason Sacks is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jason Sacks
Office Locations:
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445 Broadhollow Rd
Suite 215
Melville, NY 11747
