CSI Group

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400 Main St
Bedminster, NJ 07921
+1 (908) 837-9332
http://csicpa.com

CSI Group is a financial services firm based in Bedminster, NJ, dedicated to providing comprehensive investment advisory, tax preparation, and estate planning services tailored for middle-class individuals and families. Established in 1973, the firm aims to make accessible financial solutions that are traditionally available only to high-net-worth clients.

With a team of experienced professionals, including CPAs, IRS Enrolled Agents, and Certified Financial Planners, CSI Group helps clients navigate complex financial landscapes by handling their taxes, investments, and estate planning needs. The firm operates 19 locations across New Jersey and two in New York, ensuring personalized service and support for families throughout the region.

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