Princeton Center Planning And Investments, LLC

Princeton Center Planning And Investments, LLC (CRD# 147112) is a financial advisory firm headquartered in Brunswick, OH. They manage $20,250,000 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $81,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Princeton Center Planning And Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven P. Offill
CRD#: 4273881
4178 Center Road, Brunswick, OH 44212
86
Wealthminder
score

Steven Offill (CRD# 4273881) is an Investment Advisor Representative working at Princeton Center Planning And Investments, LLC in Brunswick, OH and has over 8 years of experience in the finance industry. Steven Offill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul R. Offill
CRD#: 2583852
4178 Center Road, Brunswick, OH 44212
78
Wealthminder
score

Paul Offill (CRD# 2583852) is an Investment Advisor Representative working at Princeton Center Planning And Investments, LLC in Brunswick, OH and has over 4 years of experience in the finance industry.

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