8:30AM - 5PM
3518 US-1, Princeton9AM - 5PM
7 Roszel Rd 4th floor, Princeton“I am a senior widow who needed someone to trust for guidance in financial matters. Specifically,Momir Ivetic is as highly knowledgeable and giving of his time,as he is trustworthy. Don't hesitate to use Merrill Lynch!(photo was my grandfather)”
“They provide many free seminars about investment, retirement plan, managing your money, etc., on their website and at this location. Very helpful, I learn a lot from them. I’m currently starting in stock trading on my own, and make profits, so far. BTW – you can park your car at the municipal parking on Spring Street, a block away from this office at low cost.”
10AM - 4PM
300 Carnegie Center Dr #150, Princeton“As an almost-CPA with a strong business background who is somewhat sophisticated regarding investments, I recognize the value of having a 2nd set of eyes review my taxable income, deductions, credits and payments, especially in relation to our changing finances and investment portfolio. . My wife, who is also financially knowledgeable, and knows her way around a spreadsheet, and I do all the preparation of our tax-related finances in advance. We then post the info to tej's on-line system. It's actually quite efficient and makes the review of taxes and finances with Tom a valuable "yearly check-up" that's filled with good advice and suggestions. Fees are fair (as we do most of the prep-work) and the value delivered is excellent. I think very highly of Tom and his practice.”
Open 24 hours
17 Hulfish St Suite 260, Princeton8:30AM - 5PM
47 Hulfish St Suite 320, Princeton
“I was looking for a new investment company as the previous one I was with did not do a great job communicating and I felt like just another number. I did not have any confidence in their abilities I'm managing my portfolio. The main concern was making sure that they were picking the products that gave them the highest commission. I walked into Fidelity Investment and immediately felt comfortable with the gentlemen helping me. He was very knowledgeable and put my personal gains ahead of his own. The level of communication has made the experience top-notch. I was overall very pleased with my experience. I have referred many others to this branch.”