CSI Financial Group
Company Management

CSI Financial Group

Financial Services 11225 N. 28th Dr 12 employees
Employees
12
Contacts
1
Emails
1

CSI Financial Group Overview

Headquarters
11225 N. 28th Dr
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
12
Founded
2014
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About CSI Financial Group

CSI Financial Group works with financial advisors to improve client acquisition and solutions. We're committed to ensuring that every advisor we work with has the resources they need to succeed. We've refined and developed a proprietary process that solves for traditional client acquisition struggles. csifg.com

CSI Financial Group Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

CSI Financial Group Org Chart

Sample employees and titles
Name Title Contact
Christina W. Safe Money Advisor
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Andrew Victor Founder - Tactical Tax & Estate Planning
Email
Mark Damilini Business Development/estate
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Carter Wilcoxson Laser Focused on Client Acquisition
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Employees by Management Level

Individual contributor 6 profiles
Manager 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Sales 1 1 0

CSI Financial Group Tech Stack

Cloud / infrastructure 1 profile
Product / design 1 profile

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