A team that knows you, not just your numbers.
Who we are, how we work, and the RIA partnership behind every recommendation we make.
Client Centered
You come first. We customize our services to directly impact your bottom line and growing wealth.
Unique Programs
We connect directly with your CPA to explore money-saving strategies specific to your practice or business.
Relationship First
We make meetings work for you — including, often, on the tennis court or golf course.
Our RIA: Csenge Advisory Group, LLC
Connect Advisory Group operates as an investment advisor representative of Csenge Advisory Group, LLC (Clearwater, FL), a Registered Investment Advisor. This affiliation gives our clients institutional-grade investment research and portfolio management alongside the local, personal service of our own team.
Csenge Advisory Group, LLC · 4755 East Bay Drive, Clearwater, FL 33764 · 727-437-6000 · csenge.com
What the affiliation means for you
- Registered with the SEC as a Registered Investment Advisor (through Csenge Advisory Group)
- 14 CFA Institute® Global Investment Performance Standards compliant models
- Fee-based fiduciary advisory structure — client-first, always
- Access to institutional-grade investment research and portfolio management tools