Csenge Advisory Group

Csenge Advisory Group company information, Employees & Contact Information

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 Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
csenge.com
HQ
Clearwater, FL
Looking for a particular Csenge Advisory Group employee's phone or email?

Csenge Advisory Group Questions

News

Wealth Strategies, LLC With $250M Latest RIA to Join Fast-Growing $1.5B Csenge Advisory Group Network - PR Newswire

Wealth Strategies, LLC With $250M Latest RIA to Join Fast-Growing $1.5B Csenge Advisory Group Network PR Newswire

“The more, the weirder, the better”: Csenge Csató on unlearning everything she was taught about typography - It's Nice That

“The more, the weirder, the better”: Csenge Csató on unlearning everything she was taught about typography It's Nice That

Eric Caisse from Tampa Bay Appointed to the Chartered Market Technician (CMT) Association Global Board of Directors - PR Newswire

Eric Caisse from Tampa Bay Appointed to the Chartered Market Technician (CMT) Association Global Board of Directors PR Newswire

Top Csenge Advisory Group Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant