The Princeton Group - UBS Financial Services Inc.

Princeton/Park Avenue Investment Consulting is a leading financial services firm based in Princeton, NJ. With over 225 collective years of experience, their team of 12 investment professionals specializes in designing, implementing, and monitoring investment programs for a wide range of clients, including public and private companies, endowments, foundations, and municipalities. They offer a comprehensive platform of industry-leading corporate services and solutions, providing a proven process that can help deliver customized benefits plans for their clients' long-term success. Led by L. Marc Shegoski, a highly experienced Managing Director and Senior Institutional Consultant, Princeton/Park Avenue Investment Consulting is recognized for their expertise in asset allocation, manager due diligence, portfolio construction, and trading dynamics. Marc's extensive background includes serving non-profits, foundations, retirement plans, and high net worth clients, and he has been a key figure in the development of the UBS Institutional Consulting Group. Beyond consulting, Marc is actively involved in charitable organizations and serves as an adjunct instructor at Rutgers University and Rider University.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Princeton, NJ area, Anthony De Lucia will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Visit our office today located in Princeton, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.