About Hess Segal Group

We’re Here to Simplify Your Financial Life.

At Hess Segal Group, 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.

 

Hess Segal Group is a member of the Csenge Advisory Group network of investment advisors consisting of:

30+

Years in Business

20+

Firms

60+

Advisors

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.

Latest News & Insights

  • Firm
2024 Marks 25 Years of Excellence

Csenge Advisory Group is celebrating its 25th anniversary. Check out this tribute to John Csenge...

  • Firm
2024 Client Annual Kick-off Event

See some snippets from our 2024 client event held in February at The Tampa Club....

  • Firm
Csenge Advisory Group Passes $3B AUM Milestone

CAG Remains Focused on Continued Future Growth CLEARWATER, Fla., Dec. 13, 2023 /PRNewswire/ — Csenge Advisory Group (CAG) has...

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