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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.
Overview
Background checked
3 employees
2 years in business
Business hours
SunClosedMon7:00 am - 7:00 pm
Payment methods
This pro accepts payments via Check and Credit card.
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, value, and professionalism.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Brooke H.
Aug 1, 2024
Steve and his team as CSG have been great to work with. I trust them completely, and they always answer my phone calls. They are great planners and even better people.
Credentials
Background Check
Steven Calio
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We charge a 1% per year declining fee on managed assets.
And/or
We charge an ongoing financial planning fee based on complexity that ranges from $1200-$6000 per year.
What is your typical process for working with a new customer?
Our initial step involves understanding your needs and how we can be of assistance.
Next, you'll bring in your financial documents and we’ll help organize and formalize your financial goals
Then, collaboratively, we'll chart a course towards your desired destination based on your priorities and goals
We commit to adjusting your financial strategy to accommodate evolving circumstances and ensure alignment with your objective
What education and/or training do you have that relates to your work?
Both of CSGs lead advisors are Certified Financial Planners™ including myself.
I've received a scholarship for excellence in mathematics and was on the Dean's list at the University of Delaware while pursuing my business degree.
I personally have been featured in CBS Money Watch and the Wall Street Journal regarding my financial expertise.
