HUB CSi Advisory Services Email Format
Financial ServicesIndiana, United States11-50 Employees
HUB CSi Advisory Services is a retirement plan consulting firm within the financial services industry, focusing on participant outcomes, investment outcomes, financial coaching, and wealth management. It operates as a division of HUB Retirement & Private Wealth and is based in Indianapolis, Indiana. The company serves retirement plans and their participants, with securities offered through LPL Financial, investment advisory services via Global Retirement Partners, and insurance services through HUB International; Global Retirement Partners and HUB International are not affiliated with LPL Financial. In 2022, Hub International announced it had acquired the assets of CSi Advisory Services, signaling integration with HUB's broader platform. The organization maintains a website at csiadvisoryservices.com and exists as a small to mid-sized firm in the Indianapolis market.