Page 40 - Princeton-Mercer - 2019 Regional Life
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BUYER’S GUIDE
Glen Eagle
4422 Rte. 27, P.O. Box 399, Kingston, NJ 08528-0399 609-631-8231
smichel@gleneagleadv.com
www.gleneagleadv.com
Susan Michel, CEO
Glenmede
16 Chambers St., Princeton, NJ 08542-3708 609-430-3109 Fax: 609-688-2591 robert.kiep@glenmede.com www.glenmede.com
Bob Kiep
Knox Grove Financial, LLC
23 Rte. 31 N., Ste. B10, Pennington, NJ 08534 609-216-7440
info@knoxgrove.com www.knoxgrovefinancial.com
Christina Nash, President & CEO
LPL Financial - Edie L. Kelly
116 Village Blvd., Ste. 200, Princeton Forrestal Village, Princeton, NJ 08540
609-951-2216 Fax: 609-201-2032 edie.kelly@lpl.com
www.ediekelly.com
Edie L. Kelly, Financial Advisor
Management Planning, Inc.
100 Lenox Dr., Lawrenceville, NJ 08648 609-924-4200 Fax: 609-924-4573 mlingerfield@mpival.com www.mpival.com
Mark Lingerfield, Senior VP
MassMutual Greater Philadelphia
101 Interchange Plaza, Ste 103, Cranbury, NJ 08512 908-636-8818
cstpierre@financialguide.com www.greaterphiladelphia.massmutual.com
Cynthia St. Pierre, VP, Marketing
MassMutual New Jersey-NYC
343 Thornall St., Ste. 640, Edison, NJ 08837 732-650-3264 Fax: 732-650-3282 cxin@financialguide.com http://nj-nyc.massmutual.com
Ada Xin, Registered Investment Advisor
Merrill Lynch
7 Roszel Rd., 4th Fl., Princeton, NJ 08540 609-243-7878, 800- 876-8808 Fax: 609-243-7831 deborah_shepherd@ml.com
www.ml.com
Deborah Shepherd, Managing Director
Merrill Lynch
14 N. Harrison St., Princeton, NJ 08542 609-806-2539
www.ml.com
William Bello
Merrill Lynch
1200 Merrill Lynch Dr., Hopewell Bldg. #2, Pennington, NJ 08534
609-274-1819 michael_adornetto@ml.com
www.ml.com Michael Adornetto
Merrill Lynch - Andrea Gray
7 Roszel Rd., 4th Fl., Princeton, NJ 08540 609-243-6856
andrea.p.gray@ml.com www.fa.ml.com/andrea.p.gray
Andrea Gray, Financial Advisor
Merrill Lynch Wealth Management
7 Roszel Rd., 5th Fl., Princeton, NJ 08540 609-243-7968
michael.barna@ml.com https://fa.ml.com/new-jersey/princeton/nelligan- associates
Michael Barna, Financial Advisor
Morgan Stanley - Michael Reiss
1200 Mt. Kemble Ave., Morristown, NJ 07962 973-425-2363 Fax: 862-210-6075 michael.reiss@morganstanley.com
Michael Reiss, Senior VP
Morgan Stanley Wealth Management
1200 Lenox Dr., Ste. 300, Lawrenceville, NJ 08648 609-844-7900 Fax: 609-844-7950 www.morganstanley.com
NKS Group LLC, Business Cost Savings
116 Village Blvd, Ste. 200, Princeton, NJ 08540 917-969-2995
vijay@nksgroupllc.com
www.nksgroupllc.com
Vijay Krishnaswamy, President
Nolan Wealth Management - Jane Gore
4454 Main St., Kingston, NJ 08528 609-436-4450 Fax: 609-651-8209 jgore@nolanwealth.com www.nolanwealth.com
Jane Gore, Wealth Advisor
Nolan Wealth Management, LLC
4454 Main St., P.O. Box 505, Kingston, NJ 08528-0505 609-436-4448 Fax: 609-651-8209 bnolan@nolanwealth.com
www.nolanwealth.com
Brian A. Nolan, President
Northwestern Mutual of Princeton
Ruhl Financial Group, 731 Alexander Rd., Ste. 300, Princeton, NJ 08540
609-951-8700 Fax: 609-951-8788 john.ruhl@nm.com
www.princeton.nm.com
John Ruhl, Managing Director
Oppenheimer & Co. Inc.
302 Carnegie Ctr., Ste. 101, Princeton, NJ 08540 609-734-0400
philip.rothman@opco.com
Philip Rothman, Director - Investments
Personal Paperwork Solutions...and More, Inc.
P.O. Box 762, East Windsor, NJ 08520 609-371-1466 Fax: 609-371-0864 lar@ppsmore.com
www.ppsmore.com
Linda A. Richter, Founding Partner
P.S. Ghosh & Co.
40 Wall St., 28th Fl., New York, NY 10005 917-979-6771
ceo@psghosh.com
www.psghosh.com
Partho Ghosh
Patton, Heide & Associates
16 Leigh St., Units 1B and 1C, P.O. Box 5207, Clinton, NJ 08809
908-713-6600
michelle.l.heide@ampf.com www.michelleheide.com
Michelle Heide, Owner/Private Wealth Advisor
Payment Management
55 Woodland Dr., Princeton, NJ 08540 609-924-1249 Fax: 609-924-6732 joanbartl@paymentmgmt.com www.paymentmgmt.com
Joan Bartl, Owner
Petrone Associates, Inc.
2 Research Way, Princeton, NJ 08540 609-452-9292 Fax: 609-452-0838 michael_petrone@glic.com www.petroneassociates.com
Michael Petrone, CFP®
PK Capital Funding LLC
67 Buck Rd., Sweet 28, Huntington Valley, PA 19006 267-266-0797
pkmortgagesus@gmail.com www.pkcapitalfunding.com
Poulina Kalushner
PNC Wealth Management
1 Palmer Square, St. 201, Princeton, NJ 08542 609-497-6627
diane.stein@pnc.com
Aquatia Owens
Princeton Financial Group
103 Carnegie Ctr., Ste. 309, Princeton, NJ 08540 609-452-0889 Fax: 609-243-9602 jcolitsas@tcacpa.com
James Colitsas, Owner
Princeton Wealth Advisors of Raymond James
902 Carnegie Ctr., Ste. 320, Princeton, NJ 08540 609-750-3000 jim.m.mclaughlin@raymondjames.com www.princetonwealthadvisors.com
James McLaughlin, Senior VP/Investments
Professional Paperwork Services, LLC
P.O. Box 3100, Princeton, NJ 08543 609-608-0566 Fax: 609-608-0566 nsobin@paperwork-services.com www.paperwork-services.com
Nancy Sobin
RBC Wealth Management
502 Carnegie Ctr., Ste. 101, Princeton, NJ 08540-6289 609-936-6400
michelle.holahan@rbc.com
www.rbcwm-usa.com
Michelle Holahan, Branch Service Manager
Reilly Financial Group, LLC
186 Wood Ave. S., Ste. 301, Iselin, NJ 08830 732-623-6514 Fax: 732-623-5730 george@reillyfinancialgroup.com www.reillyfinancialgroup.com
Kate Reilly, Financial Service Representative
Sheehy & Molinelli
3812 Quakerbridge Rd., Hamilton, NJ 08619 609-586-9100
jeffrey.strasburg@lpl.com www.sheehywealth.com
Jeffrey Strasburg
Songbird Capital
14 Nassau St., Princeton, NJ 08542 609-924-5300 Fax: 609-924-5311 jhayes@songbird-capital.com www.songbird-capital.com
Jie Hayes, Principal
Steinberg Enterprises, LLC
70 S. Main St., Ste. 1B, Cranbury, NJ 08512 609-443-0469 Fax: 609-443-0499 lsteinberg@steinbergenterprises.com www.steinbergenterprises.com
Leonard Steinberg, Principal
Stifel Nicolaus & Company, Incorporated/Member SIPC & NYSE
1020 Stony Hill Rd., Ste. 100, Yardley, PA 19067
215- 504-1628 Fax: 215- 968-0558
www.stifel.com
Floyd J. Carl, Senior VP/Investments
Tapestry Wealth Management
101 College Rd. E., 2nd Fl., Princeton, NJ 08540 609-452-2299 Fax: 609-452-8866 gary.w.johnston@ampf.com www.ameripriseadvisors.com/gary.w.johnston Gary Johnston, Financial Advisor
Turning Point Financial
301 S. State St., Ste. N101, Newtown, PA 18940 215-944-5300
art.blick@nm.com www.turningpointfinancial.nm.com
Art Blick, CFP®, CLU, ChFC, Wealth Management Advisor
U.S. Trust Bank of America Private Wealth Management
845 Alexander Rd., Princeton, NJ 08540 609-734-7767 Fax: 609-734-7778 danielle.beccarelli@ustrust.com
www.ustrust.com
Danielle Beccarelli, Executive Director
Van Leeuwen & Company
281 Witherspoon St., Ste. 220, Princeton, NJ 08540 609-580-0088 Fax: 609-580-0097 meg.hanington@vanleeuwenco.com www.vanleeuwenco.com
Ken Van Leeuwen
38 Princeton Regional Life
