CSI Group

37 School St
Califon, NJ 07830

CSI Group, based in Califon, NJ, is a comprehensive financial services firm that specializes in tax preparation, retirement planning, estate planning, and investment advisory services for middle-class families. Since its establishment in 1973, CSI Group has dedicated itself to providing accessible financial solutions that cater to the complex needs of clients across New Jersey and New York.

With a professional team of CPAs, IRS Enrolled Agents, Certified Estate Planners, and Certified Financial Planners, CSI Group effectively addresses a wide range of financial concerns while ensuring that families are equipped to secure their financial futures. Their commitment to maximizing client savings and simplifying the financial landscape makes them a trusted partner for individuals and families navigating today's economic challenges.

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