CSI Group
Accounting for Legal Practices · New York, United States · 11-50 Employees
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Overview
Headquarters
112 W 34th St Fl 18, New York City, New ...Phone Number
(908) 837-9332Website
www.csigroupllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CSI Group
CSI Group LLP operates as a comprehensive financial services firm specializing in tax preparation, retirement planning, estate planning, and business advisory services. The firm has built its practice around a core mission: delivering sophisticated financial strategies to middle-class individuals and families who traditionally lacked access to the caliber of planning typically reserved for affluent clients. This democratization of financial expertise forms the foundation of the company's service philosophy and client relationships. The firm's team comprises experienced certified public accountants, enrolled agents, and certified financial planners who collaborate to address multifaceted financial challenges. Rather than offering fragmented services, CSI Group integrates tax strategy, retirement optimization, and estate considerations into cohesive financial plans tailored to individual circumstances. This integrated approach enables clients to understand how various financial decisionsRead more
CSI Group Org Chart
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CSI Group is experiencing very low activity levels compared to other companies in the Business Services sector.
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CSI Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about CSI Group.
CSI Group Tech Stack
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CSI Group LLP operates as a comprehensive financial services firm specializing in tax preparation, retirement planning, estate planning, and business advisory services. The firm has built its practice around a core mission: delivering sophisticated financial strategies to middle-class individuals and families who traditionally lacked access to the... Read More
