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William J. Dunn, CFP®

Private Wealth Management Group, Inc.

512 Executive Dr
Princeton, NJ 08540-1527
Phone: (609) 921-7002
Fax: (609) 921-2858

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.