Chad Killen
1 month ago
1 month ago
I've worked with CSG since their inception about a year ago as they have provided their guidance and expertise to Optometry residents that I oversee. I also personally have worked with Shane for my own financial planning and cannot say enough good things about my experience. They are always prompt to reply to communications, knowledgeable in their explanations of all things financial, and ensure to provide a personalized experience. Their dedication and compassion for their clients and business are unmatched!
3 months ago
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!
3 months ago
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
3 months ago
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!
3 months ago
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.
5 months ago
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.
5 months ago
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!
5 months ago
It’s been great working with Shane, he has been very patient and helpful every step of the way.
5 months ago
Shane has been a tremendous help and I can’t recommend him enough. If you’re looking for financial planning/guidance/investing, these are the guys for you.
7 months ago
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!
7 months ago
I initially sought out Zack’s help after my mother passed, as I wasn’t sure how to handle her estate. Zack went through a total education with me to help me understand how all of these moving parts worked. Because of this, I’ve been able to not only administer her estate efficiently, I’ve also been able to put together a full plan of what to do afterwards. Zack’s help has been instrumental in helping myself, and my family, have more confidence in our financials, as well as have a plan for anything that comes our way. Can’t recommend Zack enough!
7 months ago
The guys at CSG Financial are great to work with and I feel have my best interest at heart.
8 months ago
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!
8 months ago
CSG finacial has been a pleasure to work with in every aspect in helping me accomplish my financial goals. Looking forward to continuing progress toward accomplishing financial success with the team by my side.
8 months ago
An Incredible group. They take a lot of pride in what they do and are all highly intelligent in their work. It’s great to see individuals who truly care about their field, and have a genuine passion for helping people and businesses. Highly recommend CSG
8 months ago
CSG has helped me plan personally and for my business. I would absolutely recommend them to anyone seeking a trusted advisor.
Absolutely! At CSG we utilize technology (virtual meetings, screen sharing, secure file transfer) to serve clients nationwide. If you are comfortable with technology, geographic distance is not a problem.
CFP® stands for Certified Financial Planner. A CFP® is a professional designation awarded to individuals who have completed extensive education, examination, and experience
requirements in the field of financial planning.
CFP professionals are trained to provide comprehensive financial advice and assistance to clients on a wide range of topics, including retirement planning, investment management, estate planning, tax planning, and insurance.
They must adhere to a strict code of ethics and conduct. At CSG Financial, we have a CFP® working with every client we serve.
Schedule an introductory meeting with us here. There is no charge or commitment to have an initial meeting – this is a chance for us to get to know each other. We want to make sure you’re comfortable with us and our approach.
We’ll ask more about your finances, goals, and your feelings as it relates to money.
CSG Financial LLC is a registered investment advisor offering advisory services in the State of Delaware and in other jurisdictions where exempt from registration.
Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.
This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
The information on this site is provided “AS IS”. CSG Financial LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk.
Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.