Lisa F.
1/22/2024
We have been using CSI Group for several years, and our accountant Jack is awesome! He is extremely knowledgeable, and is always up on the newest tax laws. I would definitely recommend him.
Csi Group Llp
Open
(4)
181 South St
Freehold, NJ 07728
CSI Group LLP is a financial services firm based in Freehold, NJ, specializing in tax preparation, retirement planning, estate planning, and business services. Since 1973, they have provided accessible and comprehensive financial solutions tailored to middle-class individuals and families across New Jersey and New York.
The firm boasts a professional team of CPAs, IRS Enrolled Agents, Certified Estate Planners, and Certified Financial Planners, all dedicated to helping clients navigate the complexities of their financial landscape. By offering a one-stop shop for essential financial services, CSI Group aims to empower families to secure their financial futures and protect their legacies.
Generated from the website
Also at this address
Reviews
3.04 reviewsTimothy C.
3/18/2024
Knowledgeable and friendly staff. I am recommending them to family members and others. A job well done.
Natalia H.
4/3/2023
As a new client I found them to be very unfriendly and unwelcoming (mostly the office lady). I asked for a refund and took my business elsewhere.
Bryan C.
4/18/2020
After receiving a mailing from CSI group and realizing they were mainly staffed by CPAs, I thought I would give them a try. I am recently retired, and have much prior experience with accountants....
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.
Partial Data by Foursquare.