Csenge Advisory Group - Clearwater, Florida

Okay, here’s a comprehensive overview of Csenge Advisory Group, presented in a formal and helpful tone, suitable for someone seeking information about their services:

Csenge Advisory Group: A Trusted Financial Partner

For individuals and families seeking comprehensive financial guidance, Csenge Advisory Group stands as a reputable and established firm. Located in Clearwater, Florida, at 4755 E Bay Dr, Clearwater, FL 33764, United States, Csenge Advisory Group offers a suite of services designed to help clients achieve their long-term financial goals. Reaching them is easy via Phone: 7274376000, and you can learn more about their offerings on their website: csenge.com.

Specialties and Services

Csenge Advisory Group operates as a multifaceted financial organization, specializing in several key areas. They function as a dedicated Financial Planner, meticulously crafting personalized plans to address diverse financial situations. Furthermore, they serve as a skilled Financial Advisor, providing ongoing support and adjustments to strategies as life circumstances evolve. Crucially, they also operate as an Investment Company, managing portfolios with a focus on growth and stability. Their approach is built on a foundation of understanding individual needs and aligning investment strategies with client objectives. They emphasize a collaborative approach, ensuring clients are fully informed and comfortable with every decision.

Accessibility and Amenities

Csenge Advisory Group is committed to providing a welcoming and accessible environment for all clients. The office facility at their Clearwater location boasts several key accessibility features, including a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. General amenities also include standard restrooms. For optimal service, Appointments are highly recommended, allowing for dedicated time and focused attention.

Client Feedback and Reputation

Csenge Advisory Group consistently receives positive feedback from its clients, as evidenced by the 38 reviews available on Google My Business, which hold an impressive Average opinion: 4.9/5. The consistent praise suggests a strong commitment to client satisfaction, professional expertise, and a genuinely supportive approach. Clients frequently comment on the welcoming atmosphere, the clarity of the financial presentations, and the valuable advice provided by Jack and his team. It appears a central theme is the feeling of confidence and reassurance that clients gain after engaging with the firm – a perception of their savings being skillfully managed and a consistent reliability over the years.

Key Takeaways for Potential Clients

Experienced Professionals: Csenge Advisory Group’s team possesses significant experience in financial planning and investment management.
Personalized Approach: They prioritize understanding individual client circumstances and tailoring strategies accordingly.
Comprehensive Services: They offer a complete range of financial services, from initial planning to ongoing portfolio management.
Dedicated Support: Clients consistently report feeling well-supported and informed throughout the process.

Overall, Csenge Advisory Group presents itself as a dependable and client-focused financial partner, well-positioned to assist individuals in navigating the complexities of their financial lives.

👍 Reviews of Csenge Advisory Group

John R.

5/5

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 S.

5/5

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 L.

5/5

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.

Candy M.

5/5

I have been a client of Csenge Advisory Group for many years. The confidence they instill is unparalleled to any other advisory company in my 40 years of experience. Their Client Services Team & Advisors are expert in their field & communications throughout the year instill trust that my assets are in great hands. I highly recommend them.

Dawne A.

5/5

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!!!!

Linda L. Q.

5/5

We have been with Csenge Advisory Group for over 20 years and have benefited from their knowledge, experience and professionalism. Our portfolio has grown very positively, and we highly recommend them. They take a personal interest in you and your family to meet your goals.

Michael T.

5/5

The service is first-rate. It’s easy to make an online appointment. Chris Csenge is always informative and thorough. He answers all my questions, and I can come up with some doozies. He also follows up on everything by email. The results have been great.

Hazelann P.

5/5

Chris was very informative about the differences that your group provided. He listened to me and was very pleasant and positive. He made the process of signing up easy. I look forward to working with him in the future.