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VerifiedFinancial Services· Founded 2014

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.

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HeadquartersPhoenix, United StatesEmployees12(11 to 50)Annual revenue$1M to <$10MFounded year2014Websitecsifg.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

—

no listings

Distinct roles

10

indexed titles

Tech stack

1

tools in use

Monthly traffic

70

organic / mo

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12 contacts with verified email or phone · masked until revealed.

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Showing 7 of 12 verified contacts

Top roles at Csi Financial Group

10 distinct titles indexed · top 10 shown.

  • 2insurance advisor
  • 1business development estate & retirement advisor
  • 1campaign manager
  • 1director of life insurance
  • 1executive assistant of operations
  • 1graphic designer
  • 1production manager
  • 1receptionist
  • 1small business owner
  • 1video & animation production manager

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