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 $55,984,956 in 505 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4178 Center Road, Brunswick, OH 44212
http://www.ofgprinceton.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $110,861
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
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
Paul Offill, financial advisor Brunswick OH
Paul R. Offill
CRD#: 2583852
4178 Center Road, Brunswick, OH 44212

Paul Offill (CRD# 2583852) is an Investment Advisor Representative working at Princeton Center Planning And Investments, LLC in Brunswick, OH and has over 11 years of experience in the finance industry.

2
Steven Offill, financial advisor Brunswick OH
Steven P. Offill
CRD#: 4273881
4178 Center Road, Brunswick, OH 44212

Steven Offill (CRD# 4273881) is an Investment Advisor Representative working at Princeton Center Planning And Investments, LLC in Brunswick, OH and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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