Friese-Phillips-Bock Group

Life is a series of challenges, both welcome and unexpected.  The Menick-Friese-Phillips-Bock Group is committed to helping you meet financial challenges at every stage of life.  Whether your focus is on retirement, funding an education for children or grandchildren, transitioning wealth to future generations, providing lifetime care for a family member with special needs – or all of the above – we can work with you to design thoughtful, objective strategies tailored to your individual goals. We are an engaged, conscientious team with the personal and professional experience to address a wide range of wealth management needs.  In addition, we have access to a deep pool of knowledge through an extensive network of Merrill trust, insurance, estate planning services, and other specialists.  By combining their skills with our insights, we can help you chart a course and periodically adjust it to keep moving toward your financial goals.