What We’re All About

At Princeton Investment Services, we specialize in creating custom financial plans to meet the specific needs of our clients. We recognize that every individual has different financial goals and circumstances, so we take a personalized approach to each analysis and recommendation we provide. Our goal is to help you design, execute, and track a strategy that aligns with your unique situation. We not only strive to offer solutions, but also to educate our clients on the intricacies of finance.

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Our Services

We pride ourselves on providing a comprehensive range of financial services to our clients. Our expertise, however, lies in investment management, where we focus on portfolio analysis and construction, providing a specialized allocation of stocks across sectors and market capitalization, a unique mixture of fixed income depending on fiscal and monetary policies and alternatives. Each portfolio is uniquely constructed. Our approach to equity and fixed income weighs largely upon the economic and fiscal environment we are in at the time. Depending on economic factors, a higher investment percentage gets weighted on historically favorable sectors in both equities and fixed income.

Retirement

Retirement

We can give you the steps to map out the retirement you want.

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Investment

Investment

Create an investment strategy that's right for you.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Lifestyle

Lifestyle

We look forward to helping you and your loved ones live the lifestyle of your choice

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What Our Process Looks Like

Our four-step process is designed to ensure that we listen carefully to our clients’ concerns and needs and then work to provide researched information and solutions that are tailored to their specific financial picture. We put in the effort to make sure that every approach is based solely on our clients’ best interests.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.
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Buying a Home

Buying a Home

A look at what you need to think about when buying a home.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Quotes that inspire us

“Your success in investing will depend in part on your character and guts and in part on your ability to realize, at the height of ebullience and the depth of despair alike, that this too, shall pass.”

- Jack Bogle

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”

- Peter Lynch

“The stock market is a device to transfer money from the impatient to the patient."

- Warren Buffet

“A 10% decline in the market is fairly common-it happens about once a year.  Investors who realize this are less likely to sell in a panic and more likely to remain invested, benefitting from the wealth building power of stocks.”

- Christopher Davis

Mario LiVecchi

Mario LiVecchi

Financial Executive

609-951-2238

mario.livecchi@princetoninvestmentservices.com

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