CPI Companies Email Format
Financial ServicesNew Jersey, United States2-10 Employees
CPI Companies is an independent insurance and annuity consulting firm founded in 1991, based in Voorhees, New Jersey. The firm serves financial advisors and globally connected clients, offering guidance on tax-efficient insurance, estate planning, and wealth transfer strategies that can be portable across multiple countries and jurisdictions. Its position sits within the financial services industry, focusing on helping clients address cross-border planning needs and complex insurance considerations. The company emphasizes expertise in structuring solutions that align with clients’ multijurisdictional requirements, supporting advisors who navigate international aspects of risk management and wealth transfer.