Taxes

• Tax Planning
  Each person’s financial situation is unique. We recognize this and can adeptly help you navigate less common areas, such as tax planning, mortgage solutions, and second opinions.
• Charitable Giving
  This commitment is something we share on a professional level, too. Many of our clients are at a point in their lives where charitable giving is a key component of their financial plans. To best assist such investors, we believe we must first set our own noteworthy example.
• Tax Services
• Income Tax

Investment

• Investment Management
  Csenge Advisory Group was founded in 1999 by a team of experienced advisors and professionals who wanted to take financial planning and investment management to a higher standard of excellence. As an independent firm, we provide objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Through our team’s commitment to upholding the highest ethical and professional standards, we help our clients simplify the successful management of their wealth.
• Bonds
• Wealth Management
  Our unique point of view is that the industry’s long-time approach to delivering wealth management advice is broken and no longer works. Today’s professional advisors must meet three fundamental needs: simplifying growth and success, improving productivity, and delivering more client value than their competitors. We believe these challenges can be overcome through our three core pillars: continuous growth, exceptional client value, and having fun, all while being professional, innovating, and acting with integrity.

Accounting

• Accounting Services

Planning

• Financial Planning
  At Csenge Advisory Group, we understand successful financial planning starts by setting you up with the right strategies to achieve what you want in the future. We’ll look at your current situation, discuss your goals and risk tolerance, and put the right steps in place.
• Retirement Planning
• Long Term Care
  Insurance is key to protecting the assets in your plan. We can set you up with the right solutions for everything from individual and group life and health to property and casualty to long-term care evaluation.
• Asset Management
  Your portfolio should always be aligned with your needs and goals. To ensure it is, we’ll work with you to outline your objectives, identify your risk preferences, and set the appropriate asset allocation and protection strategies.
• Gifting Strategies
  It’s important that your wealth passes to your heirs in the way you’d like it to, correctly and seamlessly. From generational wealth planning to charitable and gifting strategies to allocating assets among dependents, we’ll work with you to make sure your wishes are followed. Among the estate services we provide are...
• College Funding
• Asset Protection