Zachary Stone

Helping build confidence in spending | Co-Founder & CFO of CSG Financial

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CSG Financial Zachary Stone
Dover, DE

Serving Clients Nationwide

Helping build confidence in spending | Co-Founder & CFO of CSG Financial

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Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Zachary Stone

Zachary Stone is a Dover born & raised Financial-Planner at CSG Financial, where he serves as Chief Financial Officer. He attended Holy Cross middle school, Dover High School where he was a proud member of the baseball team, and eventually Bridgewater College became his alma mater.

Zack absolutely loves what he does, and also believes one of the most essential parts of his job is to continuously take in knowledge. Zack is always learning, and always listening and trying to understand what makes each one of his clients tick.

Because of this, he has a knack for better understanding where someone might be trying to go, and can explain sometimes very complex strategies, in a simple and easy to understand manner.

Zack has the utmost pride in being able to help better guide people to having a better relationship with money, as well as to ensure they feel confident in living the life they want to live. Zack also believes any financial-plan needs to be built with incredible flexibility, and because of that - his work brings him great fulfillment.

When Zack is not in the office, you can find him at the Delaware beaches enjoying nice weather with friends & family. If he's not there, he's probably watching a Phil's game, or having a heated debate over movies with his colleague, Steve Calio.

Primary Location

3980 N. DuPont Hwy Dover, DE 19901

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary, no-obligation meeting or phone call to delve into your objectives and explore potential collaboration opportunities. This initial step involves understanding your needs and how we can be of assistance. I look forward to speaking with you.

Offers Investment Management

Yes

About CSG Financial

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.

Our Story

We all began our careers at one of the largest wealth management firms in the state of Delaware.

Through our dedication to our clients’ best interests, we gradually uncovered the realities of our industry: standardized financial-plans lacking flexibility, high fees, limited access to advisors, and complex products.

It was these recurrent, yet preventable, shortcomings throughout the industry that spurred the inception of CSG Financial. We prioritize a planning-first approach, ensuring our clients’ best interests are the sole consideration when giving financial advice.

We operate on a no-commission basis, with a transparent compensation structure, and consistently adhere to a fiduciary standard in every facet of our operations.

CSG Financial is based in Dover, Delaware, serving clients locally and across the country through virtual meetings and our collaborative platform.

Education

Bridgewater College, Bachelor of Business Administration - BBA, Business Administration and Management, General

Hobbies and Interests

  • Baseball
  • Beach
  • Family
  • Movies

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Parents
  • Young Families

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