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The Princeton Region Financial Services
The Princeton Region Financial Services
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City
Morgan Stanley
_
1200 Lenox Drive
Suite 300
Lawrenceville
,
NJ
08648
(609) 844-7900
Member Since: 2009
Leslie Walters, Branch Manager
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The Pron Wealth Management Group
_
7 Roszel Road
4th Floor
Princeton
,
NJ
08540
Michael Leahy
609-243-7971
Member Since: 2017
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Princeton Wealth Advisors of Raymond James
_
902 Carnegie Center
Suite 320
Princeton
,
NJ
08540
James McLaughlin
(609) 750-3000
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Knox Grove Financial, LLC
_
23 Route 31 N
Suite B10
Pennington
,
NJ
08534
Christina Nash
609-216-7440
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Payment Management
_
55 Woodland Drive
Princeton
,
NJ
08540
Joan Bartl
(609) 924-1249
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PNC Wealth Management
_
One Palmer Square
St. 201
Princeton
,
NJ
08542
Aquatia Owens
609-497-6627
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Management Planning, Inc.
_
100 Lenox Drive
Lawrenceville
,
NJ
08648
Mark Lingerfield
(609) 924-4200
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Cano Wealth Strategies, LLC
_
123 Mercer Street
Hightstown
,
NJ
08520
Michael Cano
609-371-2101
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U.S. Trust Bank of America Private Wealth Management
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845 Alexander Road
Princeton
,
NJ
08540
Danielle Beccarelli
609-734-7767
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Charles Schwab & Co. Inc.
_
132 Nassau Street
Princeton
,
NJ
08542
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Cenlar FSB
_
425 Phillips Blvd.
Ewing
,
NJ
08618
Denise Vaccaro
609-883-3900
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Merrill Lynch
_
7 Roszel Road
4th Floor
Princeton
,
NJ
08540
David Hogan
(609) 243-7878
(800) 876-8808
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Tapestry Wealth Management
_
101 College Road East
Second Floor
Princeton
,
NJ
08540
Gary Johnston
(609) 452-2299
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GHO Ventures
_
92 Nassau Street
2nd Floor
Princeton
,
NJ
08542
Gregory Olsen
(609) 497-6333
609-497-7363
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Northwestern Mutual of Princeton
_
Ruhl Financial Group
202 Carnegie Center Suite 201
Princeton
,
NJ
08540
John Ruhl
(609) 951-8700
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PK Capital Funding LLC
_
12021 Bustleton Avenue
Apt. 26, 2nd Floor
Huntington Valley
,
PA
19006
Poulina Kalushner
267-266-0797
PKCF enjoys the confidence and professional standing as a well-established company within the global marketplace. We provide financing for: Hotels, Casino ,Construction, Green Energy, Solar, Stadiums, Big Construction Projects, Multifamily; Re
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Prudential Advisors
_
One Tower Center Blvd.
16th Floor
East Brunswick
,
NJ
08816
Maggy Lu
732-645-4621
Holistic financial planning
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RBC Wealth Management
_
502 Carnegie Center
Suite 101
Princeton
,
NJ
08540 6289
Michelle Holahan
609-936-6400
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Van Leeuwen & Company
_
281 Witherspoon Street
Suite 220
Princeton
,
NJ
08540
Ken Van Leeuwen
609-580-0088
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Petrone Associates, Inc.
_
2 Research Way
Princeton
,
NJ
08540
Michael Petrone, CFP®
(609) 452-9292
Financial Planning, Retirement Plans, 401k, Insurance
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Fidelity Investments
_
3518 Rt 1 North
Princeton
,
NJ
08540
Jon Strohl
800-544-4719
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Redwood Wealth Management
_
110 Marter Avenue
Suite 410
Moorestown
,
NJ
08057
Ansie Monaghan
856-500-2900
Redwood is an independent investment advisory providing comprehensive investment and planning services to wealthy families and businesses.
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Merrill Lynch - Andrea Gray
_
7 Roszel Road
4th Floor
Princeton
,
NJ
08540
Andrea Gray
609-243-6856
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Princeton Financial Group
_
103 Carnegie Center
Suite 309
Princeton
,
NJ
08540
James Colitsas
(609) 452-0889
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EK Investment Management
_
116 Village Boulevard, Suite 200
Princeton Forrestal Village
Princeton
,
NJ
08540
Edie L. Kelly
(609) 951-2216
LPL Financial, member
FINRA
/
SIPC
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Merrill Lynch
_
14 North Harrison Street
Princeton
,
NJ
08542
William Bello
(609) 806-2539
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MassMutual Greater Philadelphia
_
101 Interchange Plaza
Ste 103
Cranbury
,
NJ
08512
Cynthia St. Pierre
908-636-8818
Since 1886, we have served the Greater Philadelphia community by helping local residents and businesses secure their financial futures. We are proud of our rich history here and our commitment to this community is strong.
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MassMutual Tri-State
_
186 Wood Avenue South
Iselin
,
NJ
08830
Bellaria Jimenez
732-623-5700
We are a financial planning, wealth management and asset protection firm.
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Glenmede
_
16 Chambers Street
Princeton
,
NJ
08542 3708
Bob Kiep
609-430-3109
Glenmede is among the nation’s leading investment and wealth management firms, with approximately $18 billion in assets under supervision for high net worth families and institutional clients.
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Steinberg Enterprises, LLC
_
186 Princeton Hightstown Road
Building 3A, Suite 9
West Windsor
,
NJ
08550
Leonard Steinberg
(609) 443-0469
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MassMutual New Jersey-NYC
_
343 Thornall Street
Suite 640
Edison
,
NJ
08837
Sonia Lee
732-650-3264
We provide financial services, investment advice, education planning, retirement planning, insurance, and health plans
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Bank of America Merrill Lynch - Loughran, Condit & Associates
_
7 Roszel Road
4th Floor
Princeton
,
NJ
08540
Gregory Polhemus
609-243-6831
800-477-3033
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Edward Jones - Vijay Aluwalia - Financial Advisor
_
231 Clarksville Road
Suite 7
Princeton Junction
,
NJ
08550
Vijay Aluwalia
609 799 0791
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me t
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Certified Wealth Management & Investment, LLC
_
116 Village Blvd.
Suite 200
Princeton
,
NJ
08540
609-716-4700
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Turning Point Financial
_
301 S. State Street
Suite N101
Newtown
,
PA
18940
Art Blick, CFP®, CLU, ChFC
215-944-5300
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Glen Eagle
_
4422 Route 27
PO Box 399
Kingston
,
NJ
08528 0399
Susan Michel
(609) 631-8231
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P.S. Ghosh & Co.
_
40 Wall Street
28th Floor
New York
,
NY
10005
Partho Ghosh
917-375-9275
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Merrill Lynch
_
1200 Merrill Lynch Drive
Hopewell Building #2
Pennington
,
NJ
08534
Michael Adornetto
(609) 274-1819
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Songbird Capital
_
14 Nassau Street
Princeton
,
NJ
08542
Jie Hayes
609-924-5300
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EKS Associates
_
601 Ewing Street
Suite A-7
Princeton
,
NJ
08540
Darren Zagarola
(609) 921-1016
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AXA Advisors, LLC dba Ascendancy Wealth Management
_
41 Murano Drive
Princeton Jct.
,
NJ
08550
609-902-4444
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Sheehy & Molinelli
_
3812 Quakerbridge Road
Hamilton
,
NJ
08619
609-586-9100
Retirement Planning Specialists focusing on Corporate 401(k) Plans.
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Allstate - Juliana Planning Group
_
5 Mission Road
Suite 5
Bordentown
,
NJ
08620
Marybeth Juliana
609-606-1991
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Merrill Lynch Wealth Management
_
7 Roszel Road
5th Floor
Princeton
,
NJ
08540
Michael Barna
Tel: 609-243-7968
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Nolan Wealth Management, LLC
_
4454 Main Street
PO Box 505
Kingston
,
NJ
08528 0505
Brian A. Nolan
(609) 436-4448
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Beyond
_
902 Carnegie Center
Suite 160
Princeton
,
NJ
08540
Ivy Cohen
609-936-9296
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NKS Group LLC, Business Cost Savings
_
116 Village Blvd, Suite 200
Princeton
,
NJ
08540
Vijay Krishnaswamy
917.969.2995
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