Our Firm

We are a full-service financial firm with a small town feel.  As a family owned and operated business we are committed to helping people pursue their financial goals just as we would recommend to those close to us.  We have no rules on how much money you must have to start investing as it is never too late to start.  


Being independently owned provides us the opportunity to offer a wide range of financial products and services to individuals and business owners that fit you as our client, not our company objectives much like some larger corporately owned businesses.  

Please call or email us if you have any questions about our firm or the services that we provide.  We look forward to hearing from you!

Our Services

We can help you set up a sound financial plan for the future.  Below are the services that we offer:

 

 

Investment management

 

Financial Consulting

 

Retirement accounts such as:
IRA's, 529 College Savings plans, 403(b), 401(k), Simple IRA's, SEP IRA's.

 

Insurance and annuity products

 

Life, Accident and Health Insurance

 

Estate conservation

 

Notary

 

 

We will walk you through the process of planning for your financial future that will make you feel confident in your decisions based on where you see yourself down the road.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  

What kind of a life would you like to live in retirement? Have you changed employers recently and aren't sure what to do with your previous 401k?  Have you recently gotten married or had children and wish to begin setting up an estate?  No matter what the reason let us help you get the ball rolling as there is no better time to start but the present! 

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.

Security Detail

Coors graduated from Canine Good Citizen class from Dawg Day Afternoon, LLC.  in Chester County, PA and is currently...

President and Vice President

Michele Freislich (President) has been a Registered Representative for over forty years.  She enjoys what she does...

Financial Professional

Samantha Veith is the youngest daughter of Jack and Michele Freislich.  Sam went to school at St. John Fisher College of...

Registered Representative

Bruce Pultz has been a Registered Representative for 17 years.  He received a Bachelor's degree from Eisenhower College...

Financial and insurance services

At The Freislich Group, we focus on tailoring the skills that we have to help you meet your financial goals and investment objectives.  We look forward to building relationships and in turn finding out how to best assist you in planning for your future.

Client Access

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

 

Albridge - for Client account access 

If you have never signed in before, please call us with any questions.

Evolution Financial Advisors 

Evolution Financial Advisors is located in Victor, NY and provides The Freislich Group, Inc., with Supervisory Oversight to help our business operate smoothly as we have transitioned to the use of Securities America as a Broker/Dealer. They have a friendly and knowledgeable staff who will help find the answer to any question that arises.

Wealthscape 

Brokerage Account access

 

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.

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