Csenge Advisory Group is one of the premier Registered Investment Advisory (RIA) firms in the Tampa Bay area*. With almost 30 years of experience providing individuals and businesses with financial planning and asset management expertise.
What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility.
As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA.
Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small.
Securities and advisory services offered through Lion Street Financial, member FINRA, SIPC, and a Registered Investment Advisor. Investment Advisory Services offered through Csenge Advisory Group, LLC, a registered investment adviser not affiliated with Lion Street Financial.
Company Details
- Employees
- 24
- Founded
- -
- Address
- 4755 East Bay Dr, Clearwater,fl 33764,united States
- Phone
- 888-500-2050
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- csenge.com
- Keywords
- Full Service Financial Planning, Investment Management, 401(k) and Retirement Plan Services, Retirement Plan Fiduciary Services.
- HQ
- Clearwater, FL
Csenge Advisory Group Questions
Csenge Advisory Group's helpline number is 888-500-2050
Csenge Advisory Group's website is csenge.com
Csenge Advisory Group's LinkedIn profile is https://www.linkedin.com/company/csenge-advisory-group
Csenge Advisory Group has
24 employees.
View email and phone details for 24
employees at Csenge Advisory Group.
Csenge Advisory Group's industry is
Investment Management
Csenge Advisory Group's top competitors are
Wealth Enhancement,
Mercer Advisors,
Vitals Ai,
Lpl Financial,
Merit Financial Advisors,
Cv Advisors Llc,
Equiturn,
Mariner,
Wealthbox,
Agw Capital Advisors.
Csenge Advisory Group's categories are Investment Management
Csenge Advisory Group's founding year is 1999
