Kornblum & Tomas Financial Services

As a Personal Financial Representative in Red Bank, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Red Bank office, you’ll receive personalized service based on yo...

I’ve been in the insurance industry since 1999 and knows what it takes to assist families like yours. I’m committed to helping customers with excellent service and treating them as one of my own family members.

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. Generated from the website