Unlike some advisors, who may simply tell clients what they want to hear, we at Princeton Investment Services strive to offer truly unbiased financial guidance, and we are not influenced by the biases of a larger company. With a personalized approach, clients can trust that they are receiving advice that is offered solely in their best interest. We understand that no single strategy fits everyone, which is why every client gets our undivided attention – from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives by using the most efficient methods available.
We recognize that everyone encounters challenges along the way, and we work hard to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
As financial professionals, our goal is to help people create solutions that can help you reach your financial goals. We will work with you to learn about your risk tolerance, time horizon, and goals for achievement. Then, we’ll put together a plan that strikes the perfect balance between aggressively growing investments and preserving your assets. The economy can be tricky, but navigating it can bring opportunities for potential rewards. We’ll work closely with you to evaluate those opportunities and ensure that you are taking advantage of them.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you!
Mario LiVecchi
Financial Executive
609-520-1702
mario.livecchi@princetoninvestmentservices.com
As Founder and Financial Executive at Princeton Investment Services, I specialize in analyzing, financially planning, and implementing quality investment recommendations. I enjoy looking at complex portfolios and separating what I call “red flags” or “significant sector overweighs” and focusing on those areas. Once those areas are identified, I focus on how to fix them in a tax-efficient way for my clients. I am motivated by meeting interesting people from all walks of life and helping them learn about their investments.
I have served in the financial industry for over 16 years. Prior to founding Princeton Investment Services, I worked at both Wells Fargo Advisors and Ameriprise Financial. Over the course of my career, I have obtained the Series 7 & 66 securities licenses as well as licenses for life and health insurance. Before I began in finance, I attended Florida Atlantic University, where I earned a Bachelor of Science in Finance. I thoroughly enjoy what I do as an investment advisor, and I want to give my clients a different experience where they aren’t simply a number or a risk tolerance form that spits out a cookie-cutter recommendation. Each recommendation that I offer to my clients is truly customized to their unique, individual needs.
Ironically, I absolutely hated finance in college until I took an investment analysis class in my junior year, and from there, I fell in love with investments. When I first began looking for a job in the financial industry, I found a position at Ameriprise Financial. I went to Ameriprise because they focused on all six main areas of financial planning, which was attractive for someone who was starting out fresh with a career in finance. After a few years, I left Ameriprise because I found that I solely loved the investment side, so I continued my career and focused on not only what I was truly passionate about, but what I loved to do – helping people manage their investments.