Fisch Financial Group: An Experienced Financial Firm

About Fisch Financial Group

An Entrepreneurial Establishment Founded on Experience and Integrity

Fisch Financial Group was founded by Yiddy Fisch with a clear vision: to provide independent, personalized wealth management solutions aligned with each client’s unique goals, values, and financial needs. His commitment to thoughtful planning and long-term relationships continues to guide the firm today.

Yiddy was a Certified Wealth Strategist® with more than 20 years of experience in comprehensive wealth management and financial services. Prior to establishing Fisch Financial Group, he spent seven years as an investment advisor at Wells Fargo Securities (formerly Wachovia Securities), where he built a strong foundation in client-focused financial planning.

Throughout his career, Yiddy worked closely with a diverse range of clients, including business owners focused on asset accumulation and individuals planning for income and security in retirement. His approach emphasized clarity, discipline, and strategies tailored to each stage of life.

Today, Fisch Financial Group remains committed to honoring Yiddy’s legacy by delivering the same level of care, professionalism, and personalized guidance upon which the firm was built.

Yakov Yoel Fisch

Financial Advisor

201.252.2523 x 1003

yakov@ffgfinancial.com

After an impressive tenure as CEO at Donary, one of the largest local Jewish charity-tech firms. With a strong foundation in both charity technology and large non-profits, Yakov brings a wealth of experience and a deep commitment to...

Esther Drezdner

Client Service Associate

845.293.4726

edrezdner@ffgfinancial.com

As a Client Service Associate at Fisch Financial, Esther Drezdner is dedicated to providing exceptional customer service and support to our clients. She plays a pivotal role in ensuring a seamless experience for our clients by handling...

Offering the Right Plans

We provide guidance on monetary and asset allocation strategies designed to help support your financial objectives. We also translate complex financial solutions into understandable language, allowing you to understand investment parameters and proposed returns.

Tackling the Heavy Lifting

In addition to assisting with strategy, FFG takes on the complexities of managing and preserving your investments and overseeing your portfolio. Taking on the taxes, legal, and other administrative tasks involved with your financials reduces your stress while freeing up your time.

Guiding You Through Life Stages

Each phase in your life requires different plans of action, whether you're starting out, growing your wealth, or are in full retirement. The FFG team works with you to ensure the most effective solutions based on your age, work situation, and eventual goals.

Creating Lifelong Partnerships

When you walk in the door, you're more than a client. You're our partner. And as your partner, we're dedicated to a singular goal – your future financial success. Our highest priority is ensuring our recommendations and proposals align with your aims and needs.

Core Values

Excellence and Knowledge in Solutions

Our clients are highly successful people and we provide them not only excellent financial solutions but translate them into knowledge so they have confidence in the direction they are taking financially.

Guiding Your Team

Like our clients, we are driven to succeed and stand firm in a commitment to excellence. From taxes to legal we manage their team to solve the complex situations of life for our clients so they don’t have to think about it.

Comprehensive Plans

Life is seemingly a collection of important decisions and our work is to guide people through them well. We owe them the best solutions possible in every life stage so they can focus on driving to their goals.

Working Together with Client

We place the highest priority on people and make sure their goals are ours. We guide our clients as partners working on the same side of the table focused on one goal;
their future financial success.

Our Financial Partners

Our Broker-Dealer: Cetera Advisors LLC

Our Custodian: Pershing

Our Services

Explore services that are customized for you and your financial situation. Let us help you in this stage of life and the next.

Explore Services

Our Approach

We analyze your financial goals and help guide you to a wealth management plan that will fit your financial needs.

Our Approach

Contact Us

Want to learn more about Fisch Financial Group and how we can help you build your wealth? Connect with us online or schedule an appointment.

Contact Us