CSI Group

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Website

Ste 2

Farmingdale, NJ 07727

+1 (732) 224-3990

http://csicpa.com

CSI Group, based in Farmingdale, NJ, is a financial services firm dedicated to providing accessible investment advisory, tax preparation, and estate planning services to middle-class individuals and families. Established in 1973, the firm leverages over 50 years of experience to navigate the complexities of the financial landscape, helping clients manage their taxes, investments, retirement planning, and estate needs efficiently.

With a professional team of CPAs, IRS Enrolled Agents, Certified Estate Planners, and Certified Financial Planners, CSI Group emphasizes personalized service tailored to meet the specific financial needs of each client. Their commitment to maximizing savings and ensuring clients feel confident in their financial decisions positions them as a trusted resource for families across New Jersey and New York.

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Reviews

5.01 reviews

Mr C.

4/20/2024

I'm Very pleased with the service I received from CSI Group very professional from start to finish. And I am very big on first impressions and they nailed it. Will definitely be using them for my...

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