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
- Website
- csifinancialgroup.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Christina W. | Safe Money Advisor | Phoenix, Arizona, United States |
View
|
| Andrew Victor | Founder - Tactical Tax & Estate Planning | United States |
Email
|
| Mark Damilini | Business Development/estate | United States |
View
|
| Carter Wilcoxson | Laser Focused on Client Acquisition |
View
|
Employees by Management Level
Individual contributor
6 profiles
Manager
3 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | 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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