Princeton Financial Group provides a wide range of services to individuals and businesses in a variety of industries. At Princeton Financial Group, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our experts have special expertise in franchise owners and operators. Our professional services include:

Tax Services

  • Planning
  • Preparation
  • Representation

Accounting Services

  • Advisory and Assurance
  • Reviews and Compilations
  • Bookkeeping and Write-Up


  • Entity Selection and Restructuring
  • Financial Projections
  • Cash Flow and Budgeting Analysis
  • Debt and Financing Advising
  • Mergers and Acquisitions

Financial Planning

  • Investment Management
  • Portfolio Analysis
  • Treasury Management
  • Cash Management
  • Retirement Plans

Risk Management

  • Life Insurance Services
  • Disability Income Insurance Services
  • Long-Term Care Insurance Services