CSI Group is a financial services firm that provides investment advisory, tax preparation, and estate planning services to middle class individuals and families.
We deliver accessibility to these services in a one-stop shop forum to clients who would otherwise not have access to these services. These services are readily accessible to the high net worth and CSI makes them accessible at an affordable price to anyone.
Our Services
Since 1973
From Taxes to Retirement, Let Our Family Guide Yours!
CSI Group is the team that New Jersey and New York families need on their side, with a full suite of services tailored to address the specific financial issues that affect your family.
Since 1973, CSI Group has helped families succeed in what has become a very complicated financial landscape for most families.
We handle everything so you don't have to worry.
We handle your taxes. We handle your investments. We handle planning for retirement. We handle your estate and estate planning needs.
This ensures that your family, children, grandkids, and heirs get what you intend for them.
All of these items are complicated enough to navigate individually, and managing them all together seems impossible.
CSI Group has perfected this process over 50 years.
Our professional team of CPAs, (IRS) Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners are grouped into teams centered around the specific client need to provide the highest level of client service.
Their experience serving a large and diverse client base provides them with a wealth of intellectual capital regarding tax strategies for a variety of situations. They are in a position to assist their clients in making crucial financial decisions that may affect their lives and the lives of their families for years to come.
