General Info

An Entrepreneurial Company Backed by Experience and Ability Fisch Financial Group is an independent wealth management firm dedicated to building and maintaining tailored investment solutions consistent with your situation, personality, and aims. Yiddy is a Certified Wealth Strategist® and has over 20 years of experience providing comprehensive wealth management and financial services. Prior to founding Fisch Financial Group, he spent seven years as an investment advisor at Wells Fargo Securities (formerly Wachovia Securities).