CSI Group, LLP

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165 State Route 35
Red Bank, NJ 07701
+1 (732) 224-3990
https://www.csicpa.com

CSI Group, LLP is a financial services firm based in Red Bank, NJ, specializing in tax preparation, estate planning, and retirement planning for middle-class individuals and families since 1973. With a dedicated team of experienced professionals, including CPAs and certified financial planners, the firm strives to deliver comprehensive and accessible services, ensuring clients can navigate the complex financial landscape confidently.

Committed to maximizing savings and protecting family legacies, CSI Group offers tailored solutions to manage investments, prepare taxes, and create estate plans. By making high-quality financial services affordable and readily available, the firm aims to support families in achieving their financial goals for generations to come.

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