Our Investment Team

We have been working with individuals and businesses in the area for over 20 years.

Each of our agents has extensive professional experience.

Our qualified representatives are licensed to sell a variety of investment and insurance products.

We're looking forward to using our experience to help you pursue your financial goals.

 

Who are we?

Michele Freislich, President began working in the Financial Industry in 1977.  Michele worked at Merrill Lynch in Rochester, NY as an Institutional Broker.  After deciding to move to Watertown with her husband Jack and their family, they began their own business in 1996.  Michele found her passion for finances in her early twenties.  Throughout the years, she has earned a number of achievements from their previous broker-dealer, WallStreet, Inc.  and recently earned the National Entrepreneur of the Year award.  Michele genuinely enjoys helping people manage their money and plan for their family's future.

John (Jack) Freislich, Vice President went to school at SUNY Brockport where he graduated with a degree in Political Science in 1972.  After a year of teaching he went to work with his father in the financial industry at E.F. Hutton.  After moving to Cape Vincent in 1991, he and Michele started  The Freislich Group Inc.

 

 

 

 

 

 

Jack & Michele live in Cape Vincent, NY located on the St Lawrence River with their two dogs, Nicholas and Mia.  They have two daughters, Kathryn and Samantha who are now married. Their son-in-laws Bobby and AJ, and grandchildren Gage, Quinn, Nora, and Weston all keep them on their toes.  They also have two furry retriever grandsons, Coors and River.  Their hobbies include boating, gardening, travel and spending time with family.

 

Samantha Veith is the youngest daughter of Jack and Michele Freislich.  Samantha went to school at St. John Fisher College of Rochester and graduated from the State Univeristy of New York at Oswego.  She is currently a Financial Advisor as well as Life, Accident and Health licensed in the State of New York. She and her husband AJ enjoy hunting, hiking, kayaking and being on the St. Lawrence River with their two children.

 

 

 

 

 

 

 

 

 

 

 

 

 

Bruce Pultz has been a Registered Representative for 17 years.  He received a Bachelor's degree from Eisenhower College in Political Science, as well as earning a Master's degree in International Business Management.  He is also Life, Accident and Health Insurance licensed in the State of New York.  Bruce lives in Watertown, NY and enjoys fishing, shooting sporting clays and hunting.  His recent trips out West and to South Africa are most memorable.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck