CSI Group
CSI Group is a comprehensive financial services firm based in New Jersey, offering a full suite of services that include tax preparation, financial and retirement planning, estate planning, and business services. Established in 1973, the firm aims to provide middle-class families with affordable access to professional financial guidance tailored to their specific needs.
The team at CSI Group consists of experienced professionals, including CPAs, IRS Enrolled Agents, and Certified Financial Planners, who collaborate to deliver exceptional service and insightful advice. Their extensive knowledge in tax strategies and financial planning ensures that clients can navigate the complexities of their financial landscape with confidence.
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