Hess Segal Group, LLC

www.hesssegal.com

Hess Segal Group is boutique full service financial service firm located in Atlanta. HSG, is part of the Csenge Advisory Group, a Registered Investment Advisory (RIA) firm with over 30 years of experience providing individuals and businesses with financial planning and asset management expertise. What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility. As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA. Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment Advisory Services offered through Csenge Advisory Group, LLC, (CAG) an investment adviser registered with the SEC and not affiliated with LSF. LSF and CAG do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in you state. Specialties Full Service Financial Planning, Investment Management, 401(k) and Retirement Plan Services, Retirement Plan Fiduciary Services

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Hess Segal Group is boutique full service financial service firm located in Atlanta. HSG, is part of the Csenge Advisory Group, a Registered Investment Advisory (RIA) firm with over 30 years of experience providing individuals and businesses with financial planning and asset management expertise. What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility. As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA. Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment Advisory Services offered through Csenge Advisory Group, LLC, (CAG) an investment adviser registered with the SEC and not affiliated with LSF. LSF and CAG do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in you state. Specialties Full Service Financial Planning, Investment Management, 401(k) and Retirement Plan Services, Retirement Plan Fiduciary Services

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Country

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State

Georgia

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City (Headquarters)

Atlanta

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Employees

1-10

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Founded

2009

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****

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