Specialties
CSI Group – Tax, Financial Planning & Investment Advisory
New Jersey and New York families trust CSI Group when they want more than a tax preparer — they want a team that handles their entire financial picture under one roof.
We combine tax preparation, investment management, retirement planning, and estate planning into a single, coordinated relationship. No more chasing three different advisors or wondering if your CPA knows what your financial planner is doing. Our team works together so your strategy actually holds together.
Every CSI client also receives a complimentary CSI360 Financial Health Checkup — a thorough annual review that shows you exactly where you stand and what to do next. Think of it like a physical for your finances.
With 23 offices across NJ and NY, we've built long-term relationships with over 16,000 households — from young families just starting to build wealth to retirees protecting what they've earned.
We call it integrated financial services. Our clients call it a relief.
History
Established in 1973.
CSI Group’s story began when Peter Greco opened a small tax practice on a side street in Brooklyn, NY. For the immigrant community he served, navigating taxes, insurance, and financial paperwork was often overwhelming. While affluent communities had access to these services, middle-class families were largely left on their own. Peter changed that—becoming a trusted resource and advocate for hardworking families who needed clarity and support.
He quickly became the go-to destination for financial help in the neighborhood. Throughout the 1980s, Peter expanded the firm’s team and services, guided by the evolving needs of his clients.
In 1990, CSI expanded to New Jersey. The firm’s focus shifted from serving primarily immigrant families to meeting the needs of suburban, middle-class households. Still, the mission remained unchanged: to make high-quality tax, financial, insurance, and estate planning services accessible to everyday families—not just the wealthy.