Csenge Advisory Group acquired Main Line Financial Associates (MLFA) from Al Matarazzo.
One of his main concerns in doing this was ensuring MLFA continued to smoothly and successfully operate for the clients.
Al and I spent over 20 years together at FSC Securites, 15 of them serving together on the Advisory Board. During this time he grew familiar with our firm, all our client offerings, and our passion to service clients. Knowing all of this, he felt very comfortable selling MLFA to CAG.
With over 40 years in the financial services industry, and more than 45 investment professionals in our organization, we are ready to help you achieve your financial goals.
Our investment team, headed by our Chief Investment Officer, Eric Caisse, has a proven methodology to build and maintain optimal portfolios. Eric’s expertise in this area enabled us to become GIPS certified. Proudly, we are one of the few hybrid RIA’s in the world to pass the rigorous standards of the Global Investment Performance Standards (GIPS). We requalify for this certification annually.
A few other areas of value we provide you are financial planning, client events, customizable online client portal, and dedicated financial professionals.
Roger Bedillion, is the MLFA lead advisor. He has 35 years in the financial services industry, 13 of those with Csenge, and has a strong knowledge and passion for servicing clients.
In addition to Roger, Tom Caffrey is available to assist you. He has been with MLFA for several years, and remains committed to providing you exceptional service.
We look forward to continuing to provide you superior client service, and thank you for your trust.
John L. Csenge, CIMC, AIF®, CFP®