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Industry Partnership Focus CSI Financial Group specializes in partnering with financial advisors to help them increase production, presenting a sales opportunity to collaborate with them and leverage their resources for mutual growth.

Proprietary Client Acquisition Process CSI Financial Group has a refined proprietary process that addresses traditional client acquisition challenges, offering a unique value proposition for financial advisors seeking innovative strategies to expand their client base.

Experienced Team Support With over 250 years of combined experience within their team, collaborating with CSI Financial Group provides financial advisors access to a wealth of knowledge and expertise to enhance their sales strategies.

Technology Integration Utilizing a tech stack that includes Google Analytics, Twitter Emoji, and Facebook among others, CSI Financial Group demonstrates a commitment to leveraging technology for enhanced sales performance and efficiency.

Transformational Business Partnership Working closely with CSI Financial Group can help financial advisors transform their businesses and elevate their practices to new heights, presenting a compelling sales opportunity for advisors looking for strategic growth partners.

Similar companies to CSI Financial Group

CSI Financial Group Tech Stack

CSI Financial Group uses 8 technology products and services including Google Analytics, Twitter Emoji (Twemoji), Google Font API, and more. Explore CSI Financial Group's tech stack below.

Google Analytics
Analytics
Twitter Emoji (Twemoji)
Font Scripts
Google Font API
Font Scripts
RequireJS
Javascript Frameworks
FancyBox
Javascript Libraries
jQuery Mobile
Mobile Frameworks
YouTube
Video Players
Facebook
Widgets

Media & News

CSI Financial Group's Email Address Formats

CSI Financial Group uses at least 2 format(s):

CSI Financial Group Email Formats	Example	Percentage
First@csifg.com	John@csifg.com	71%
Last@csifg.com	Doe@csifg.com	15%
FirstL@csifg.com	JohnD@csifg.com	14%

Frequently Asked Questions

Where is CSI Financial Group's headquarters located?

CSI Financial Group's main headquarters is located at 11225 N. 28th Dr C100 Phoenix, Arizona 85029 US. The company has employees across 2 continents, including North AmericaAsia.

What is CSI Financial Group's phone number?

You can contact CSI Financial Group's main corporate office by phone at

+1-888-316-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CSI Financial Group's official website and social media links?

CSI Financial Group's official website is csifinancialgroup.com and has social profiles on LinkedIn.

What is CSI Financial Group's NAICS code?

CSI Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does CSI Financial Group have currently?

As of August 2024, CSI Financial Group has approximately 14 employees across 2 continents, including North AmericaAsia. Key team members include Founder | Ceo: C. W.Small Business Owner: C. N.Company Owner: J. K.. Explore CSI Financial Group's employee directory with LeadIQ.

What industry does CSI Financial Group belong to?

CSI Financial Group operates in the Financial Services industry.

What technology does CSI Financial Group use?

CSI Financial Group's tech stack includes Google AnalyticsTwitter Emoji (Twemoji)Google Font APIRequireJSFancyBoxjQuery MobileYouTubeFacebook.

What is CSI Financial Group's email format?

CSI Financial Group's email format typically follows the pattern of . Find more CSI Financial Group email formats with LeadIQ.

When was CSI Financial Group founded?

CSI Financial Group was founded in 2014.

CSI Financial Group

CSI Financial Group

Financial ServicesArizona, United States11-50 Employees

CSI Financial Group works in a partnership with Financial Advisors that share the desire for increasing production. We are dedicated to making sure that every advisor we work with is given the resources to be successful.  With the Team Approach that we employ you'll have over 250+ Years of experience to rely upon at CSI Financial Group. We have refined and developed a proprietary process that has solved the traditional client acquisition struggles. Our mission statement is to create and cultivate a truly meaningful relationship with all the advisors we work with.
If you're looking to transform your business and take your practice to the next level, work hand-in-hand with us at CSI Financial Group.

Visit our website to learn more about what we offer!

www.CSIFinancialGroup.com

Company Overview

Headquarters: 11225 N. 28th Dr C100 Phoenix, Arizona 85029 US
Phone number: ✕
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+1-888-316-****
Website: csifinancialgroup.com
NAICS Code: 52 - Finance and Insurance
Founded: 2014
Employees: 11-50

Media & News

Funding & Financials

Funding & Financials

Company Leadership

C. W.
Founder | Ceo
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C. N.
Small Business Owner
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J. K.
Company Owner
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S. G.
President
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N. H.
Director Of Life Insurance
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Employee Directory

V. H.
Director Of Life Insurance Marketing
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R. C.
Video & Animation Production Manager
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C. W.
The Woman Behind The Scenes
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M. D.
Business Development/Estate & Retirement Advisor
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V. B.
Executive Assistant
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