Princeton Financial Services

Denise Stephens operates Princeton Financial Services, Inc. She works with professionals and small business owners whose goals are to increase their wealth and retire in style. Denise works one-on-one with clients at their office or home to provide solutions to their financial planning needs. With an initial personal consultation, she analyzes thei... r current financial situation and learns about their priorities and short and long-term life goals. A written financial strategy can be created from the information that is gathered. The plan could include estate planning for business continuation, cash flow and asset management, and tax credit programs, all designed to help the client reach their retirement objectives. Because Denise is independent and not affiliated with any one company, she works in her clients best interest to provide the products and services that achieve solutions to their wants and needs. She provides her clients with the knowledge and information they require to make the educated decisions about their financial future. She believes in building long-term relationships that will continue with the next generation. Clients of Denise receive personal service on an ongoing basis. She is able to handle all aspects of the financial plan, including referrals to CPAs and attorneys if necessary, so the client can focus on his/her own business or profession. She represents her clients with the highest standard of integrity and honesty because that is what she would expect if she were in her clients shoes. Her knowledge and experience in investments help provide the client with a sense of confidence. They can feel comfortable knowing they are working their dreams. Denise has over twenty years of experience as a financial advisor. She is a Certified Financial Planner practitioner, holds a Bachelors Degree in Marketing and International Business, and holds the Chartered Financial Consultant (ChFC) and Life Underwriters Training Council Fellow (LUTCF) designations. Denise is also a licensed Property and ...Read More