Csi Group, - CPA (Port St Lucie)
CSI Group is a financial services firm based in Port Saint Lucie, FL, dedicated to providing comprehensive tax preparation, retirement planning, estate planning, and business services to middle-class individuals and families. Since 1973, their team of CPAs, IRS Enrolled Agents, and Certified Financial Planners has aimed to simplify the complex financial landscape, ensuring clients receive maximum savings and effective strategies for future financial security.
The firm specializes in making financial services accessible and affordable, addressing the challenges faced by families across New Jersey and New York. With a focus on personalized attention and a wealth of experience, CSI Group helps clients navigate critical financial decisions that safeguard their assets and preserve their legacies.
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