Home    About CSG Financial    Investment Management    Contact CSG    Socially Responsible Investing

Welcome to CSG Financial

 Sue Guynn provides fee based investment management and financial planning for individuals, nonprofit organizations and small businesses.

Her mission is to design and manage investment portfolios that maximize return and minimize risk without compromising client expectations and values.

The goal is to ensure that each client receives the highest level of service and respect.

Understanding a client's current financial position, risk tolerance, time horizon, expectations, values and goals, is essential in creating an investment portfolio that is realistic and successful. Equally important, communication between the client and the investment advisor on a regular basis helps to ensure the portfolio remains suitable during market changes and life changes.

As a registered representative of Financial West Group, Sue has access to a variety of investment products ranging from individual stocks, bonds, mutual funds, exchange traded funds and insurance products, to design individual portfolios that reflect each client's investment profile.

 
All content copyright © 2009 CSG Financial and Sue Guynn, All Rights Reserved. Sue Guynn is an Investment Advisor Representative.  Securities offered through and Registered Representatives of Financial West Group, member FINRA, SIPC.  CSG Financial and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction located at 4510 E. Thousand Oaks Blvd., Westlake Village, CA. 91362 The information offered in this website is for viewer information only. It should not be construed as an offer to buy or sell securities referred to within or otherwise. Users are encouraged to consult with a professional before making any investment decision .