Csenge Advisory Group

About Csenge Advisory Group

We’re Here to Simplify Your Financial Life.

At Csenge, we believe building and managing wealth shouldn’t be that difficult. We aim to remove the confusion, deliver high-quality advice, and increase your knowledge and comfort level with how your money is being invested.

All decisions we make will be in your best interests. We work to create better financial outcomes through three core pillars: understanding your needs, providing integrated advice, and striving for simplicity.

25+

Years in Business

25+

Firms

70+

Advisors

Learn more about us

Hear what our clients are saying.

James D

Working with Csenge Advisory Group has been a wonderful experience! I want to extend a special thank you to Jack for his expertise and professionalism in setting up my son’s trust account. He made the process seamless and easy to understand. The level of care and attention to detail Jack provided was exceptional, and it’s clear that he genuinely cares about his clients’ financial well-being. I highly recommend Csenge Advisory Group for all your financial planning and retirement needs. They have earned my trust and gratitude!

Branden A

CAG has been handling mine and my families finances for over 10 years now. They have always done a great job with my investments along with helping guides us through big financial decisions. Always very easy to get in touch with and always an enjoyable interaction.

Matt A

Jack, and the entire Csenge Team, provide exceptional service to their clients. Their insight and guidance regarding wealth management and retirement planning have been extremely helpful to our family.

Diane C

Jack has been my financial “crutch” since my husband passed. I trust this firm completely….very important for elderly widow!

Disclaimers

Csenge Advisory Group has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.

2024 Marks 25 Years of Excellence.

Csenge Advisory Group is celebrating its 25th anniversary. Check out this tribute to John Csenge and Eric Caisse from some of the many clients, advisors, and employees touched by the firm’s commitment to helping deliver better financial outcomes.

Services

Financial Planning Designed With You and for You.

Whatever your goals for the future are, the better we understand them, the better we can provide the consistent, high-quality advice that can make them a reality. Our team is always professional and caring, so you can discuss your personal situation with us openly and honestly.

See what we can do for you