ABOUT US
Why We Love What We Do
At CSI Group, your financial peace of mind is our top priority. Whether you're looking for help with Income Tax Preparation, Retirement Planning, or Investment Advisory, we’re here to guide you through every step. We understand how important it is to protect your future, and with our Estate, Trust, and Will Planning services, you can ensure your loved ones are cared for. Our focus isn’t just on numbers—it’s on making a real difference in your life, so you can feel confident and secure about the path ahead. We're here to help you build the future you deserve.
HISTORY
The story of our organization spans over 40 years and began on June 1, 1973. The firm was started in a small office on a side street of Brooklyn, under the name Greco Brokerage Corp. The firm provided tax and financial services to a handful of friends and family members.
After their marriage in 1977, Peter and Sandra Greco worked day and night processing tax returns for their growing clientele and in 1978, they moved to a new state-of-the-art location in Bensonhurst, Brooklyn.
Due to its continued sound advice to its clients, Greco Brokerage Corp. began to grow spectacularly. In 1983, the firm opened its second location in Staten Island, New York and in 1985, the firm began its expansion into New Jersey. In 1985 the family also purchased the rights to 1-800-TAX-LAWS. The telephone number has become a nationally recognized phone number and is being used by CPAs and (IRS) Enrolled Agents nationwide.
