Csenge Advisory Group Email Format

Investment ManagementFlorida, United States11-50 Employees

Csenge Advisory Group is a mid-sized investment management firm and registered investment adviser based in Clearwater, Florida, serving individuals and businesses in the Tampa Bay area. With nearly three decades of experience, it provides financial planning and asset management services to help clients pursue their objectives. The firm uses a proprietary process to measure, manage, and mitigate investment risk, making portfolio adjustments to keep investments aligned with goals and balancing growth opportunities with risk control.

Its offerings include comprehensive financial planning, covering retirement needs, income distribution, asset allocation, risk management, estate planning, business transition, tax efficiency, and IRA decisions, along with specialized 401(k) plan consulting for businesses. Securities and advisory services are offered through Lion Street Financial, while Csenge Advisory Group, LLC provides investment advisory services as a registered investment adviser not affiliated with Lion Street Financial.

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