About Us
Csenge Advisory Group in Jacksonville, FL is independent for a reason- we want to give our Florida clients that localized touch so you feel like part of our team and not just another file in a Nationwide client database. But that doesn't mean we don't deliver large-scale results. Years of experience have honed our insight on what works and what doesn't, shaping our formative approach known as the Csenge Difference.
Simplification and satisfaction are the names of the game. We follow the highest fiduciary standards of business to provide you with unique wealth management solutions tailored to fit your lifestyle and financial goals. We take the complexities out of the equation to ensure you understand every step of the process, and won't move forward until you are 100% on board with how your hard-earned wealth is handled. Our Jacksonville team is diverse and highly skilled to cover every aspect of portfolio construction, investment, regular management, and estate planning.
Our sole mission is to establish exceptional financial outcomes for affluent families and prominent business owners in Jacksonville, FL seeking long-term results that pay off for generations.
We understand financial planning can get overwhelming fast. We sit down and listen to you! And from there, no question is too big or too small.
There is no "one size fits all" solution to building an investment portfolio. Let our years of experience be your guide to managing your wealth with finesse.
Consistency is key, which is a crucial focus of our service. After you partner with us, you're not just another portfolio in a cabinet. The real work begins, and we stay on top of ever evolving financial trends to keep you ahead of the curve.
As a fiduciary, your interests are the driving force behind our financial recommendations. Other investment firms follow a standard procedure that aligns with what suits them, but it's clear to us that everyone's success starts with the satisfaction of the client. Therefore- forget about commissions. You deserve better and we are here to provide the investment building blocks that put you on a straight path to prosperity and peace of mind.
You and your family come first. That's why we'll start by listening to you, learning about your life aspirations, solidifying financial goals, and establishing the risks. Meet our dedicated team of Jacksonville advisors and together we can build the future you envision.
Our firm offers a diverse array of perspectives, advice, and skills to accommodate any financial situation.
View all membersWe’re honored to be recognized for the work we do helping our clients in Jacksonville, FL achieve financial prosperity and long term gratification. However, nothing compares to the close, lasting bonds we’ve formed with our clients that is a testimony to the integrity of our work.
View our achievements
