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Princeton, NJ
Merrill Lynch Wealth Management Office
7 Roszel Road
Floor 04
Princeton, NJ 08540
609.243.7900
609.243.7900
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Princeton, NJ
Merrill Lynch Wealth Management
Branch Office Profile
About Us
The Princeton Market consists of three offices located in Princeton, Downtown Princeton, and East Brunswick with 105 extraordinary financial advisors and 60 support professionals who bring extensive acumen and personal attention to those in the area and over 30 states where referred and retired clients call home. Clients also enjoy access to highly qualified specialists in the areas of: Wealth Management, Consumer Banking Services through Bank of America, N.A., Insurance, Trust and Estates.
Focusing on clients as people with real lives, concerns and aspirations, our seasoned advisors are able to provide a thoughtful, goals-based approach to wealth management maintaining multi-generational relationships for between 20 and 40 years.
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.