CSG Financial - Dover, Delaware

Aquí presentamos una descripción detallada de CSG Financial, una institución financiera que se distingue por su enfoque personalizado y su compromiso con el bienestar financiero de sus clientes.

CSG Financial: Un Socio Estratégico en la Planificación Financiera

CSG Financial, ubicada en Dover, Delaware (Dirección: 3980 N Dupont Hwy, Dover, DE 19901), es una institución financiera consolidada que ofrece una amplia gama de servicios diseñados para satisfacer las necesidades individuales de cada cliente. Su número de teléfono es 26788701. Para obtener más información, se puede visitar su página web: csg-financial.com.

Especialidades y Servicios Ofrecidos

La empresa se especializa en brindar servicios de planificación financiera, asesoramiento personalizado y consultoría financiera. Esto implica una comprensión profunda de la situación económica de cada cliente y la creación de estrategias a medida para alcanzar sus objetivos financieros. Entre sus servicios destacan:

Planificación Financiera: Desarrollo de planes integrales que abarcan inversiones, jubilación, seguros y gestión de patrimonio.
Asesoramiento Financiero: Orientación experta y continua para tomar decisiones financieras informadas.
Consultoría Financiera: Análisis exhaustivo de la situación financiera actual y propuesta de soluciones estratégicas.
Gestión de Inversiones: Análisis y gestión de carteras de inversión de acuerdo con los objetivos y perfil de riesgo del cliente.

CSG Financial se ha ganado una sólida reputación por su enfoque centrado en el cliente, buscando generar una relación de confianza a largo plazo, entendiendo que cada individuo tiene necesidades y aspiraciones únicas.

Información de Contacto y Facilidades

Para facilitar el acceso a sus servicios, CSG Financial cuenta con las siguientes características:

Ubicación: 3980 N Dupont Hwy, Dover, DE 19901
Teléfono: 26788701
Página Web: csg-financial.com

Entrada accesible para personas en silla de ruedas
Estacionamiento accesible para personas en silla de ruedas
Sanitario

Se recomienda, para asegurar una atención personalizada y eficiente, concertar cita con anticipación.

Opiniones y Reconocimiento

CSG Financial cuenta con 16 valoraciones en Google My Business, obteniendo una opinión media de 5/5. Este alto nivel de satisfacción del cliente refleja el compromiso de la empresa con la calidad de sus servicios y la atención al detalle. Parece que los clientes valoran especialmente la dedicación del equipo y su capacidad para brindar apoyo y confianza en un viaje financiero a menudo complejo.

Recomendación Final

Para aquellos que buscan un socio confiable y experto en la gestión de sus finanzas, CSG Financial representa una excelente opción. Su enfoque personalizado, combinado con su amplia experiencia y compromiso con la satisfacción del cliente, los convierte en un aliado valioso para alcanzar sus metas financieras. Se anima a los interesados a visitar su página web csg-financial.com y contactarlos directamente para programar una consulta y descubrir cómo pueden ayudarles a construir un futuro financiero sólido y seguro.

👍 Opiniones de CSG Financial

Ruth B.

5/5

CSG Financial Team are excellent to work with! They are very well versed especially with novice clients on a very personal financial journey. The team goes the extra mile to ensure their clients achieve the confidence needed to plan for the future. I recommend CSG to anyone looking for peace of mind and the right amount of encouragement! A great, caring team!

Alexis P.

5/5

We came to CSG financial with some knowledge of what we wanted to do. Working with Mr. stone has been very informative about what we need to do, making sure we understood every step we take. He has walked along beside us as he helps us better our future. Meetings are always a positive atmosphere and something we look forward to. I would very much recommend their services. They go above and beyond for their customers

Kimberly B. M.

5/5

I can’t say enough good things about the team at CSG Financial. A friend recommended them when I was looking for a trusted advisor for a family member, and from day one, they’ve been the perfect fit. They’re patient, down-to-earth, and somehow manage to make financial planning feel way less intimidating—no pressure, no confusing jargon, just honest advice from people who actually care. They take the time to listen, answer every question, and make sure my family feels confident in their decisions. They even laugh at my mom’s jokes (which is a real testament to their kindness 😁). It never feels like just business—they truly treat your family like their own. If you’re looking for financial advisors who are smart, thoughtful, and genuinely invested in their clients, I highly recommend them!

Joanne S.

5/5

Shane has been great to work with. He is very knowledgeable and answers all of my questions. He always checks in to make sure I'm having my needs met. It's a relief to have someone help me plan for my financial future and make sure I'm making the right decisions today. I highly recommend the CSG team.

Stephen B.

5/5

Excellent experience with the CSG team thus far! Extremely knowledgeable, understanding of my time constraints and ever-changing schedules, patient with my lack of understanding of this entire field and willing to take the time to explain options and alternatives to meet my end goals. Exceeding my expectations for growth to date as well - highly recommend you give these guys a call.

Chidi N. R. B.

5/5

Shane and Zach are amazing! Honest, knowledgeable and supportive. I trust them and I would recommend them to anyone I know. Easy to get in contact with either one of them. They been a great resource for me this past year. If you’re considering giving them a shot I’d say go for it!

Emily D.

5/5

I was hesitant to reach out to a financial advisor as I didn’t even know where to start and the thought of planning that far ahead in my future made me anxious. I was introduced to CSG Financial (specifically Shane first) through a mutual friend and have not looked back! Since the moment I met Shane he made me feel comfortable and explained things in terms I could understand. He never makes me feel pressured to make decisions, but rather helps to guide me based on my future goals! They are easily accessible when I have questions and always open to set up a quick check in. They are prompt at replying and following up. I am very happy with my decision and would HIGHLY recommend them to anyone looking for a financial advisor that you can trust!

D S.

5/5

What I like most about CSG and working with Steve is that they truly put client’s needs first. They started their own group to serve clients’ needs first and foremost. Not only do I feel like my goals are valued and executed for, I am educated on every decision we are making. I highly recommending chatting with Steve!