Wealth Management in Princeton, NJ
Welcome to Viking Financial Group, Inc., your trusted partner for wealth management in Princeton, NJ and beyond. As an independent practice based in South Eastern Michigan, we carry over 25 years of experience in providing comprehensive financial services, expertly tailored to your unique needs. Our team of advisors, led by Lance Vainik, are well-versed in navigating the intricacies of wealth management in Princeton, NJ, and other regions, utilizing our vast knowledge and resources to guide you towards your financial goals.
Lance Vainik, a Financial Advisor registered with Raymond James Financial Services, Inc., and president of Viking Financial Group, Inc., brings a depth of experience and a proven track record to our team. His expertise in managing investment policies for over 1000 local and national clients, coupled with his acumen in making complex financial matters simple, establishes our proficiency in wealth management in Princeton, NJ. Lance’s repertoire includes conducting workshops on retirement planning, traditional investing, and wealth management, counseling investors on asset preservation and investment, and assisting clients in maintaining their lifestyle and protecting their estate.
Our association with Viking Financial Group, Inc., is characterized by our independence, our objectivity, and our unwavering commitment to putting our clients’ interests first. Partnered with Raymond James, we offer secure custody for our clients’ assets while consistently delivering personalized strategies and thoughtful investment advice aimed at preserving and growing your net worth.
What sets us apart is our specialized approach, a fusion of sophisticated planning, effective investment management, and integrated tax strategies. We are proud to provide long-term, innovative wealth management in Princeton, NJ, characterized by unparalleled personal service, meeting and exceeding our clients’ needs from generation to generation. Our comprehensive services encompass investment and financial planning, equity trading, research (U.S. and international), options, estate planning, corporate finance, banking through Raymond James Bank, investment banking, professional money management, health and life insurance, and retirement programs.
Take the first step towards securing your financial future today. Contact us for a comprehensive planning review, a simple action that could greatly impact your financial well-being for the years to come. Experience the difference of Viking Financial Group, Inc., where Lance Vainik, a registered investment advisor representative, and our dedicated team, are ready to assist you. At Viking Financial Group, Inc., your interests always come first. Your journey towards effective wealth management in Princeton, NJ, starts here.
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