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Csenge Advisory Group

Csenge Advisory Group Email Formats

Investment ManagementFlag of USLargo, Florida, United States21-50 Employees

Csenge Advisory Group Email Formats

Csenge Advisory Group uses 3 email formats. The most common is {first initial} (e.g., j@csenge.com), used 52.6% of the time.

FormatExamplePercentage
{first initial}
j@csenge.com
52.6%
{first name}
john@csenge.com
42.1%
{first initial}{last name}
jdoe@csenge.com
5.3%

Key Contacts at Csenge Advisory Group

Flag of US

Heidi A. Meyer

Director Of Advisor Solutions

Flag of US

John Csenge

Owner & Managing Partner

Flag of US

Roger Bedillion

Managing Director And Wealth Advisor Pennsylvania

Company overview

Headquarters4755 East Bay Dr, Clearwater, FL 33764, US
Phone number+17274376650
Website
NAICS5231
SIC628
Keywords
Investment Management, Retirement Plan Fiduciary Services, Full Service Financial Planning, 401(K) And Retirement Plan Services
Founded1999
Employees21-50
Socials

About Csenge Advisory Group

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Csenge Advisory Group has 14 employees across 6 departments.

Departments

Number of employees

Funding Data

Csenge Advisory Group has never raised funding before.

Csenge Advisory Group Tech Stack

Discover the technologies and tools that power Csenge Advisory Group's digital infrastructure, from frameworks to analytics platforms.

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Miscellaneous

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Google Maps

Maps

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jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

WordPress

WordPress

Blogs

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Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Csenge Advisory Group is located in Largo, Florida, US.
You can reach Csenge Advisory Group at +17274376650.
Csenge Advisory Group was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Csenge Advisory Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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tier 1 accuracy

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