Csenge Advisory Group

Csenge Advisory Group

Investment-Management

Clearwater, FL
United States
Industry Category
Investment-Management
Company Description

Csenge Advisory Group stands as a leading Registered Investment Advisory (RIA) firm, bringing almost three decades of experience to individuals and businesses in the Tampa Bay area. Specializing in financial planning and asset management, Csenge Advisory Group distinguishes itself through a proprietary process that meticulously measures, manages, and mitigates investment risk. This process ensures portfolios remain aligned with clients' investment goals through careful adjustments.

Csenge Advisory Group understands the importance of balancing growth and risk management. The firm offers comprehensive financial planning services, covering retirement needs, income distribution, asset allocation, risk management, estate planning, business transition, and tax efficiency. With locations at 4755 East Bay Dr, Clearwater, FL 33764, US and 470 Johnson Road, Ste 140, Washington, PA 15301, US, Csenge Advisory Group is well-positioned to serve a diverse clientele. Furthermore, Csenge Advisory Group's 401k plan specialists provide expert consulting and fiduciary services to design and manage 401k and other retirement plans for businesses of all sizes.

With a commitment to superior client service and strategic investment solutions, Csenge Advisory Group continues to build a strong reputation in the investment management industry. The information is being completed soon with the support of the company’s management.

To the manager of Csenge Advisory Group: we invite you to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Csenge Advisory Group est l'une des principales sociétés de conseil en investissement enregistrées (RIA), apportant près de trois décennies d'expérience aux particuliers et aux entreprises de la région de Tampa Bay. Spécialisé dans la planification financière et la gestion d'actifs, Csenge Advisory Group se distingue par un processus exclusif qui mesure, gère et atténue méticuleusement le risque d'investissement. Ce processus garantit que les portefeuilles restent alignés sur les objectifs d'investissement des clients grâce à des ajustements prudents.

Csenge Advisory Group comprend l'importance d'équilibrer la croissance et la gestion des risques. L'entreprise offre des services complets de planification financière, couvrant les besoins en matière de retraite, la répartition des revenus, la répartition des actifs, la gestion des risques, la planification successorale, la transition d'entreprise et l'efficacité fiscale. Avec des bureaux situés au 4755 East Bay Dr, Clearwater, FL 33764, États-Unis et au 470 Johnson Road, Ste 140, Washington, PA 15301, États-Unis, Csenge Advisory Group est bien placé pour servir une clientèle diversifiée. En outre, les spécialistes des régimes 401k de Csenge Advisory Group fournissent des services de conseil et fiduciaires experts pour concevoir et gérer les régimes 401k et autres régimes de retraite pour les entreprises de toutes tailles.

Avec un engagement envers un service client supérieur et des solutions d'investissement stratégiques, Csenge Advisory Group continue de se bâtir une solide réputation dans le secteur de la gestion des investissements. Les informations seront bientôt complétées avec le soutien de la direction de l'entreprise.

Au responsable de Csenge Advisory Group : nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché.

Key Personnel / Employees
John Csenge CIMC AIF® CFP® Elyott Silverstein CFP® Chris Roehm CFP® Jeffrey Burgman

Compare Companies Side by Side

Compare Csenge Advisory Group with 1 companies in Investment-Management

2 Companies
Comparison Field
Csenge Advisory Group
Csenge Advisory Group
Main Company
LeafHouse®
LeafHouse®
View Profile
Founded Year
2009
Company Size
11-50
City
Clearwater, FL Austin, Texas
Country
United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Investment Advisory Financial Planning Asset Management Retirement Planning Wealth Management 401k Plans Risk Management Full Service Financial Planning Investment Management 401(k) & Retirement Plan Services Retirement Plan Fiduciary Services
4 Total 1 Common 3 Unique
Match 9%
Common Skills:
Financial Planning
Unique Skills:
Consulting Enterprise Technology Financial Advisory Practice Management
2
Total Companies
2009
Oldest Founded
1
Countries
14
Unique Skills

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Alternative Company Names

This company is also known as

Csenge Advisory Group Csenge咨询集团 सेंगे सलाहकार समूह مجموعة سينج الاستشارية