CSG Financial
Financial Services • 
Dover, Delaware, United States • 1-10 Employees
Company overview
| Headquarters | 3980 N Dupont Hwy, Dover, Delaware 19901, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Financial Advice, Financial Coaching, Asset Management, Financial Planning, Estate Planning, Retirement Income Planning, Asset Transfer, Financial Coach |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at CSG Financial
Zachary Stone
Co-Founder
CSG Financial Email Formats
CSG Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@csg-financial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@csg-financial.com | 100% |
About CSG Financial
CSG Financial is a locally owned & operated, Independent RIA Financial-Planning firm. We're headquartered in Dover, DE but serve a majority of the surrounding areas, even stretching across the country. Our goal is truly, actually, and unequivocally un-biased financial advice & management. Our firm is built from the ground up with a Fee-Based, and aligned incentive approach. We truly do better when our client's do better, not when they buy a product. We have no quotas, no kickbacks, just un-biased advice to help better your future. Helping you navigate Wealth's New Horizons.
CSG Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CSG Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CSG Financial has never raised funding before.
Switzerland
Frequently asked questions
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