CSG Financial | Dover, DE

  • Service Area: Dover, DE
  • Team Size: 3 employees
  • Business Duration: 1 year
CSG Financial

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Check
  • Credit Card

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

My name is Steven Calio and I am a Certified Financial Planner™. I've always felt that my role as an advisor should exclusively be to serve those who have put their trust in me and to do it to the best of my abilities. This belief lead me to Co-found CSG Financial, an independent, fiduciary, fee-Only, planning firm.

I primarily serve professionals, small business owners, and retirees. CSG Financial stands apart through a commitment to personalized guidance, tailored to each individual & their unique circumstances. Our dedication to integrity, transparency, and client-centricity ensures that your interests remain at the forefront of every recommendation we make.

Embarking on the journey of financial planning can be a daunting task, filled with uncertainties and complexities. However, when you choose to work with our firm, you’re not merely selecting a service provider; you’re opting for a trusted partner dedicated to your financial well-being.

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License

    • License Holder: Steven Calio
    • License Type: Investment Adviser Firm (PA)
    • License number: #330894
    • License verified on 8/3/2024
    • Valid through 8/3/2026

Verification

  • Background Check
    • Steven Calio
    • Completed on 8/1/2024

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