Princeton Financial Group, LLC is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
The Princeton Financial Group, LLC is a full-service financial planning firm born from the merger of two great practices: Thomas Colitsas & Associates, P.A., a Certified Public Accounting firm, specializing in tax, accounting and business planning and Sound Financial Solutions, a comprehensive financial planning and investment management firm. Together, these two firms take a thorough approach to all aspects of your financial future, and will provide you with financial information and advice customized your needs and the needs of your business.
Tom Colitsas, founder of Thomas Colitsas & Associates, P.A., the predecessor firm of Princeton Financial Group, began working from his basement over forty years ago as a tax and accounting professional focused not just on the numbers but on practical solutions for the client. Tom, a true entrepreneur, felt the best way to grow his business was to ensure his clients prospered. For his business clients that meant going beyond the spreadsheet and understanding the clients' operations. For his personal clients it meant giving them the financial advice they would need both in times of austerity and prosperity.
When he founded this firm, Tom wanted to create a life- long relationship with his clients. Forty years, later he can honestly say that for many of his clients he has done that and more.
A true family business Tom's wife Nancy, his son and sometimes even his grandchildren work at Princeton Financial Group. Tom's son, Jim, joined the firm in 2000 after working for Ernst & Young in Manhattan and earning his CPA designation. Jim applies the valuable experience he gained at Ernst & Young to the family and small business clients he works with at Princeton Financial Group. Like his father, he finds the opportunity to help people build their futures on a one-to-one basis far more rewarding and he's looking forward to guiding the firm his father founded well into the future.
In 2012 Thomas Colitsas & Associates, P.A. joined forces with Sound Financial Solutions, Inc., a "Fee Only" Financial Planning and Investment Management firm founded in 1996 by Linda Farinola Grant. As an independent, registered investment advisor, Sound Financial Solutions provides objective advice to families and businesses for building their futures. Linda established the firm with a belief that intelligent, wealth-producing strategies are available for everyone, regardless of income level or stage of life. Sound Financial Solutions provides depth, experience, knowledge, perspective and discipline to find the strategies that work best for our clients.
Shaped by the influence of these two exceptional firms Princeton Financial Group is founded on the belief that a strong relationship with our clients is essential to a productive working relationship. We understand the work we do has a real impact on the lives of our clients and we know the best way for us to grow is to help you prosper.
Our mission is to be both great and a good firm.
We define a great firm as not only one that achieves preeminence but one that takes on responsibility and then discharges its duties in such a way that it leaves a marked and favorable imprint upon the future.
We define a good firm as one that has a broad sympathy for the human condition and whose members have a sincere sense of responsibility towards others.
Princeton Financial Group, LLC
103 Carnegie Center
Princeton, NJ 08540
Telephone: (609) 452-0889
Fax: (609) 243-9602
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