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Our Services

Don't Invest Like You Went To Yale.

Invest Like You Own It.

Through leading-edge technology and access to unbiased research, your Princeton Equity Partners financial advisor will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of Independent Financial Group, LLC (IFG) we have access to a wide array of investment products and strategies including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.

Our office specializes in providing the following financial services:

  • Tax-aware investment strategies
  • Investment management
  • Retirement planning strategies
  • Estate conservation
  • Wealth Management
  • College Savings Planning
  • Retirement Income Strategies
  • Retirement Income Protection
  • Insurance and Annuity products