The CSI Group celebrated their 50th Anniversary on Saturday, June 24, 2023 at Park Loft in Oceanport, New Jersey. Surrounded by a large group of family members, friends, coworkers and clients, the Greco Family could not be more proud and thankful to everyone who has been along for the journey over the last 50 years.
The firm was started by Peter and Sandra Greco in 1973 in a small office on a side street of Brooklyn providing tax and financial services to a handful of friends and family. Focused on the needs, concerns, hopes and dreams of their clients, the family provided a full range of services including: Tax Preparation & Planning, Financial Planning, Retirement Planning, Estate Planning, Estate Tax Preparation and Will & Trust Planning.
With a vast clientele worldwide, CSI Group has perfected a smarter approach to tax, financial and estate planning. While the firm has grown spectacularly, they have never lost sight of and always retained the “mom and pop” approach. The CSI Group has continued to echo its mantra of “We consider each client as if he or she was our only client.”
The CSI Group is excited to have reached this milestone in their family business. They attribute their success throughout the years to all of their dear clients. The Partners of CSI Group are extremely grateful for having been given the opportunity to work with so many families over the years in order to help provide a tailored solution that best fits the family’s individual needs. The Grecos value the relationships that the organization has allowed them to develop and cannot wait to see what is in store for the company over the next 50 years to come.
“Our family is honored that for 50 years, tens of thousands of people from all over the world have trusted our advice and judgment to carry on their family dreams.”
Courtesy of the CSI Group