About Frank S. Ehrlich
Frank Ehrlich is a former business owner. He sold his furniture import business in 2008, just before the economic downturn. A seasoned worldwide traveler, Frank calls New York City home.
The situation
Frank Ehrlich became a Gross Mendelsohn client in 2000. He relies on David Goldner for tax and personal financial planning as well as tax return preparation. Frank also works closely with Chris Grant of Grant/GrossMendelsohn, the firm’s investment management practice, for asset management and investment advice.
In our client's words
“David Goldner gives excellent advice that’s based on my long term expectations of how I want to live. He has an amazing ability to clarify and understand our lifestyle needs. David has a vision of what needs to be done to maintain that lifestyle, and his forecasts have always proven to be on target. When I have questions about taxes, David gives me extremely clear explanations so I fully understand the issues that impact me.
I also work closely with Chris Grant at Grant/GrossMendelsohn, Gross Mendelsohn’s investment management practice. Chris is brilliant in making deeply informed investment decisions, considering the range of changing risk levels we have been confronted with in the last decade. Consequently, through Chris’ wise and careful planning, my investments are well positioned given my age, lifestyle and financial needs to help achieve my goals, taking into consideration outside factors like the economy.”
