Collaborates


 


John Csenge

Csenge Advisory Group

Our goal at Csenge Advisory Group is to be your premier wealth management company. For more than 30 years, our goal has been to offer individuals and businesses the most personalized and comprehensive financial counsel available.

We were founded on the principle of providing truly objective advice and we pride ourselves on fostering lasting relationships based on trust, integrity and an unparalleled level of service. Through our team's commitment to upholding the highest ethical and professional standards, coupled with our freedom from product commissions, our advisors will truly provide you comprehensive financial advice.

As your financial partners, we offer products and services that will assist you in every stage of your life. That includes financial planning, asset management and allocation, retirement planning, investment reviews and risk management. Our team of financial specialists is committed to intensive, real-time portfolio management designed to ease you toward a more stable, financial independence. Now that's wealth management!

*John Csenge offers securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Additional investment advisory and insurance services offered through Csenge Advisory Group LLC, a registered investment adviser not affiliated with FSC Securities Corporation.

 
Larry Goodman, CPA

Larry Goodman, CPA

Certified Public Accountant

Larry Goodman, CPA is the managing shareholder of the certified public accounting firm, LimorGoodman, PC, located in Bala Cynwyd, Pennsylvania. The firm’s accounting and tax practice provides services to individuals along with smalland emerging growth companies, professional practices, real estate ventures and various other retail and service businesses. The firm also assists clients with their annual gift tax returns and estate tax issues After graduating from Temple University in 1978 with a BBA in accounting, Larry began his career with an international accounting firm and then several large local firms in the Philadelphia area. He began his own private practice over twenty years ago.

*Goodman is not affiliated with FSC Securities or Mainline Financial Advisors.



Susan D. Cunningham, CPA

Main Line Tax & Accounting, LLC

Susan Cunningham is the managing principal of the Certified Public Accounting Firm, Main Line Tax & Accounting LLC located in Royersford, Pennsylvania. The firm’s tax and accounting practice provides services to individuals along with small and emerging growth companies, professional practices, real estate ventures and various other service businesses. She has over 25 years of public accounting experience working with privately held businesses and their owners. Susan holds a Masters in Taxation from Villanova University and a Bachelor of Science degree in Business Administration with dual majors in accounting and finance from Drexel University.

Susan has personally represented hundreds of clients regarding their tax matters. During her career, Susan was a Partner in the Philadelphia office of a National Public Accounting Firm specializing in individual taxation, retirement planning and closely held businesses. Her diverse client experience includes working with entrepreneurial to mid-size businesses, executives, international individuals, real estate developers and investors, venture capital firms, manufacturing and service firms.  

By combining large firm training and attention to detail, with a boutique firm approach and personal focus on working with clients to resolve complex tax matters efficiently, creatively, and strategically, Susan’s priority is always to provide clients with the highest level of service and representation.

*Cunningham is not affiliated with FSC Securities or Mainline Financial Advisors.

 
Frederick Brown

Frederick Brown

CLU, ChFC, MSFS, Insurance Specialist

Rick Brown graduated from Widener University in 1964 with a BS in Economics. He immediately entered the life insurance business as an agent for John Hancock. In 1976 he established his own independent practice under the name Brown Planning Company, and began to offer a wide range of financial services. In September 2002, Rick affiliated with Main Line Financial Advisors, LLC to further expand the services available to his clients.

Rick's professional designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He has also earned the Degree of Master of Science in Financial Services (MSFS). In order to keep pace with the rapidly changing financial services industry, Rick is an active member in the Society of Financial Service Professionals (SFSP), The Million Dollar Roundtable (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). Rick is also a licensed life and health insurance broker. His expertise is in the areas of life insurance, disability insurance, long term care insurance and annuities.

Rick resides in Kennett Square with his wife, Phyllis. He also has two children and five grandchildren.

*Brown is not registered nor affiliated with FSC Securities or Mainline Financial Advisors.