Csenge Advisory Group

Name: Csenge Advisory Group
Telephone: +17274376000
Rating: 4.90

Planificateur financier 4.90 4755 E Bay Dr, Clearwater, FL 33764, États-Unis

Csenge Advisory Group offers a higher standard of wealth management, dedicated to simplifying your financial life. With over 25 years of excellence, our expert team provides personalized financial planning and asset management services tailored to your needs.

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Services Csenge Advisory Group offers

Csenge Advisory Group provides a range of comprehensive financial services:

Wealth Management
Asset Management
Financial Planning
Retirement Planning
Trust Account Setup
Custodial Account Management
Advisors Network
Client Portals for Wealth and Planning

Csenge Advisory Group business numbers & email addresses

Email addresses

Not available.

Phone number

+17274376000

Location & directions

Find Csenge Advisory Group at 4755 E Bay Dr, Clearwater, FL. We are conveniently located for visitors and clients in the Clearwater area.

4755 E Bay Dr, Clearwater, FL 33764, États-Unis

Service hours

mardi	08:00–17:00
mercredi	08:00–17:00
jeudi	08:00–17:00
vendredi	08:00–16:00
samedi	Fermé
dimanche	Fermé
lundi	08:00–17:00

Csenge Advisory Group overview

Csenge Advisory Group, positioned in Clearwater, FL, is recognized for delivering a higher standard of wealth management. With more than 25 years in business, we aim to simplify financial management for our clients by offering high-quality, personalized advice that meets individual financial goals. We focus on understanding our clients' needs and offering integrated solutions. Our team of 70+ advisors strives to ensure client satisfaction and better financial outcomes.

Send letters & parcels

To send letters or parcels to Csenge Advisory Group, please mail them directly using the address provided. Ensure your correspondence is clearly labeled for the appropriate department or individual.

Send a resume or CV

To express interest in becoming part of Csenge Advisory Group, prepare your resume or CV with relevant experience and qualifications. Ensure you include any specific financial planning expertise, as this will help us evaluate your fit for our team.

Business highlights

Celebrating 25 years of excellence in 2024.
Passed $3B Assets Under Management milestone.
High client satisfaction with a 4.9 rating.

Customer experiences

Clients frequently commend Csenge Advisory Group for its professionalism and personalized service. Our client feedback highlights trust and satisfaction in our financial management solutions. We invite you to share your experience with us and the community.

John Rencz

As always, a very welcoming atmosphere, a great financial presentation and good advice from Jack and his associates. We always look forward to seeing you guys and discussing our past and future investment strategies. Looking forward to seeing you at the next halftime outing.…

Frank Smith

Jack was thorough and reassuring in our financial review. Csenge has been very reliable through the years. We came away from the meeting feeling that our savings were being well managed.

Janet Lawlor

My husband and I have been using Csenge advisory group for 14 years. My parents had been using their service and after I became POA I realized how well they had performed for my parents. My husband and I decided to inquire for our financial needs. Our advisor, Jack Csenge, has been so supportive and professional with our personal finances. He and his team are prompt and available for any questions we have with any financial changes. Their app is user friendly and allows us to see our full financial picture in one place. We especially enjoy the Csenge events 2 times/ year summarizing the Market trends. This information is so valuable in understanding the best financial decisions we have. The Csenge group makes this information fun and informative and allows one to meet the staff. Now my sons are financially independent and have joined the Csenge team. We appreciate Jack Csenge and his team. We highly recommend their advisory service.

Dawne Allen

Thank you Jack for always making our meeting easy and positive! I am soooo thankful that I have you behind me to help guide me and secure my future financially. Not only have you been a wonderful advisor for me and my family, you have also become a great friend!!!!