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Discover the Difference

Discover the Difference

We work with you to create personalized financial solutions that help you pursue your financial goals.

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With You For The Long-Term

With You For The Long-Term

As a 3rd generation family-owned firm, we pride ourselves on building long-term relationships with our clients.

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Unlocking Your Financial Future

Unlocking Your Financial Future

Our team is dedicated to helping you realize your financial potential and maximizing your opportunities.

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Building Wealth, Creating Futures - Together.

Empowering Your Financial Success

At FRM Financial Group, we focus on your success. We are committed to providing personalized solutions that empower you to work towards your financial goals. Whether you are just starting your career and are starting to save money for retirement, or you are transitioning to retirement and looking to create income streams that you cannot outlive–We work with you during all phases of your financial journey, assisting you with all of your financial needs.

Our mission is to build lifelong relationships with our clients. As a 3rd generation family-owned business, we have done this by developing personalized strategies that focus exclusively on your needs and goals. We want you to realize your dreams for the future and we are committed to delivering exceptional value and service.

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Our Process

Our goal is to provide you with a seamless and transparent process that keeps you informed and engaged every step of the way.

Discovery

Discovery

We want to get to know you. We make sure we understand your financial situation, goals, and preferences through in-depth discussions that set the foundation for your personalized plan.

Planning

Planning

Our team analyzes and organizes your information to create a personalized plan aligned with your goals.

Implementation

Implementation

After your approval, we implement your plan. We facilitate all facets of account opening, including asset transfers, managing assets, working with your other professionals such as attorneys and accountants, and constant communication to keep you informed.

Review

Review

We regularly review your investments, evaluate your progress, and adjust your plan to align with your changing needs and goals.

Meet Our Team

Michael Frailey

Michael J. Frailey

CEO & Financial Professional

570-421-7447 ext 100

Yvonne Reitemeyer

Yvonne Reitemeyer

Financial Advisor

570-421-7447 ext 103

5704249560

Travis Mattson

Travis Mattson

Financial Advisor

570-421-7447

570-424-9560

Kim Nivare

Kim Nivare

Executive Assistant

570-421-7447

570-424-9560

David Rosenblatt

David Rosenblatt

Director, Investment Strategies

Amy Sanor

Amy Sanor

Amy Sanor, CFP, CRPC at Vicus Capital Located at 476 Rolling Ridge Drive Suite 333, State College PA 16801 814-238-0544

Rob Hinson

Rob Hinson

Director Investment Operations/Trading at Vicus Capital Located at 476 Rolling Ridge Dr. Suite 333 State College PA 16801 814-238-0544

What Our Clients Have To Say

Paul Remzas, Client

I have been a client of Yvonne for about 20 years. From our first meeting she has demonstrated professionalism, ability and a game plan of putting clients first. 

Over the years and through retirement she has walked my wife and I through all our financial planning. She listened to what our goals were and we have fulfilled those goals above and beyond our expectations during both good and bad economic times.

She has made herself available when ever needed and responded to all our financial needs with advice that made sense knowing our situation.*

Dave C., Client

"My wife Laurie and I have been using Yvonne for many years. We had 3 different financial advisors in the past, but decided to switch to Yvonne about 10 years ago. Yvonne listens to us, she explained several options and helped us with decisions. I have either called or messaged Yvonne and always got a response. Laurie and I highly recommend Yvonne for your financial planning."*

Anna I., Client

"Knowledge, respect, effective communication, dedication, and a genuine interest in making sure that I receive the best service the company can provide is what I received and continue to receive from FRM Financial Group. My Advisor, Mrs Yvonne R goes above and beyond, ensuring that all my questions are understood clearly. Doing business with this company has been stress-less and enjoyable. I truly appreciate all their hard work and look forward to continue working with them."*

Resource Center

Discover valuable insights and expert knowledge on financial topics in our comprehensive resource center. Explore now!

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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