Princeton Financial Group, LLC is a full-service accounting and financial consulting firm, with particular experience working with franchise operators. Though located in Princeton, New Jersey, their clients are located throughout the country and span a variety of industries, including professional firms, hospitality, restaurant, real estate, wholesale distribution, retail and others.
The Princeton Financial Group is a full-service financial planning firm born from the merger of two great practices: Thomas Colitsas & Associates, P.A., a Certified Public Accounting firm, specializing in tax, accounting and business planning and Sound Financial Solutions, a comprehensive financial planning and investment management firm. Together, these two firms take a thorough approach to all aspects of your financial future, and will provide you with financial information and advice customized your needs and the needs of your business.
Tom Colitsas, founder of Thomas Colitsas & Associates, P.A., the predecessor firm of Princeton Financial Group, began working from his basement over forty years ago as a tax and accounting professional focused not just on the numbers but on practical solutions for the client. Tom, a true entrepreneur, felt the best way to grow his business was to ensure his clients prospered. For his business clients that meant going beyond the spreadsheet and understanding the clients’ operations. For his personal clients it meant giving them the financial advice they would need both in times of austerity and prosperity.
When he founded this firm, Tom wanted to create a life- long relationship with his clients. Forty years, later he can honestly say that for many of his clients he has done that and more.
A true family business Tom’s wife Nancy, his son and sometimes even his grandchildren work at Princeton Financial Group. Tom’s son, Jim, joined the firm in 2000 after working for Ernst & Young in Manhattan and earning his CPA designation. Jim applies the valuable experience he gained at Ernst & Young to the family and small business clients he works with at Princeton Financial Group. Like his father, he finds the opportunity to help people build their futures on a one-to-one basis far more rewarding and he’s looking forward to guiding the firm his father founded well into the future.
In 2012 Thomas Colitsas & Associates, P.A. joined forces with Sound Financial Solutions, Inc., a “Fee Only” Financial Planning and Investment Management firm founded in 1996 by Linda Farinola Grant. As an independent, registered investment advisor, Sound Financial Solutions provides objective advice to families and businesses for building their futures. Linda established the firm with a belief that intelligent, wealth-producing strategies are available for everyone, regardless of income level or stage of life. Sound Financial Solutions provides depth, experience, knowledge, perspective and discipline to find the strategies that work best for our clients.
Shaped by the influence of these two exceptional firms Princeton Financial Group is founded on the belief that a strong relationship with our clients is essential to a productive working relationship. We understand the work we do has a real impact on the lives of our clients and we know the best way for us to grow is to help you prosper.