Omni 360 Advisors (formerly Princeton Financial Group)

Omni 360 Advisors (formerly Princeton Financial Group) is a Financial Planner in Princeton, NJ. They offer integrated tax, legal, financial, and business planning solutions for a diverse clientele including large businesses, franchises, private companies, medical practices, jewelry businesses, contractors, professional services, real estate, retail, hospitality, technology, financial services, health care, pharmaceuticals, life sciences, small to mid-sized businesses, franchisees, entrepreneurs, law practices, physicians, pharmacists, dentists, independent contractors, and individuals such as young professionals, executives, families, pre-retirees, retirees, and solopreneurs. Their specialties encompass financial planning, tax planning, investment management, business succession planning, wealth management, asset allocation, retirement income planning, risk management, environmental, social, and governance-based investing, long-term care planning, life insurance and annuities, estate planning, 401K, 403B, and 457 retirement plans, elder law planning, disability insurance, captive insurance, and fiduciary services. They have a perfect rating of 5.00.

Omni 360 Advisors' expertise in providing comprehensive financial solutions tailored to their diverse clientele makes them a standout Financial Planner in Princeton, NJ. Their ability to integrate tax, legal, and financial planning under one roof ensures clients receive holistic advice that addresses multiple aspects of wealth management and business succession.