Frolicstein Financial Wealth Management, established in 1986, is a trusted financial advisory firm located in St. Charles, IL. Led by David L. Frolicstein, a Certified Financial Planner (CFP) with over 30 years of experience, the firm is dedicated to helping clients assess their financial goals, determine their personal risk number, and develop a roadmap to achieve a more secure financial future. With a focus on providing clear and easily understood explanations of financial products and services, Frolicstein Financial aims to build lasting relationships with clients and guide them towards their retirement goals.
As an independently owned and operated firm, Frolicstein Financial offers a range of services including wealth management, retirement planning, and insurance and financial advisory. With a strong commitment to client satisfaction, the firm strives to provide value and expertise to individuals and families in the St. Charles area and beyond.
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