James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also owner of CSI Group Business Solutions, LLP, a tax preparation and accounting firm. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related services through a family of affiliated companies. The firm provides customized investment strategies and in-house estate planning and tax preparation services via affiliated legal and CPA entities.

Jeffery Quinn is a financial advisor with CSI Group Advisors, LLC in Wall Township, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, Merrill, and Morgan Stanley Smith Barney LLC. CSI Group Advisors is an SEC-registered advisory firm that offers financial planning, portfolio management, and tax-related advisory services, with a unique affiliation to both a law firm and a CPA firm. The firm utilizes a variety of investment approaches tailored to client goals and incorporates in-house estate-planning tools and individual tax preparation through affiliated professionals.

Garrett Greco is a financial advisor at CSI Group Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at LPL Financial, Equity Services, Inc., Integrated Financial Concepts, and UBS Financial Services. CSI Group Advisors, LLC is a newly established SEC-registered advisory firm that offers financial planning, portfolio management, and tax-related advisory services. The firm is affiliated with a law firm and a CPA firm, providing clients with integrated estate-planning tools and individual tax preparation services.

Thomas Campbell is a CFP® and ChFC® with five years of industry experience. He currently serves as an advisor at CSI Group Advisors, LLC and has prior experience at LPL Financial and Cadaret Grant & Co., Inc. Campbell holds a Series 66 license. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services. The firm integrates in-house estate-planning tools and individual tax preparation through affiliated CPA and law firms, employing a range of investment strategies tailored to client goals and risk tolerance.

Flavio Freitas Jr. is an advisor with CSI Group Advisors, LLC, holding a Series 65 credential and beginning his financial advisory career in 2022. Prior to joining CSI Group, his work experience includes roles at Amazon Prime and College Works Painting. CSI Group Advisors, LLC is a recently organized SEC-registered advisory team providing financial planning, portfolio management, and tax-related advisory services. The firm offers clients access to estate-planning tools, individual tax preparation through an affiliated CPA firm, and referrals to insurance and real estate services, utilizing a range of investment strategies tailored to client goals and risk tolerance.

Joseph Maniscalco is a financial advisor with CSI Group Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and the Office of the New York State Comptroller. Outside of advising, he has involvement in non-variable insurance activities. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services through a family of affiliated companies. The firm combines estate-planning tools, individual tax preparation by CPAs, and referrals to insurance and real estate services, employing diverse investment strategies tailored to clients’ goals and risk tolerances.

Robert Greco is a Series 65-licensed advisor at CSI Group Advisors, LLC, with one year of experience in this role and over 25 years at related firms within the CSI Group family. In addition to his advisory duties, he serves as Co-CEO of a tax preparation business and holds management and shareholder roles in affiliated law firms. CSI Group Advisors, LLC offers financial planning, portfolio management, and tax-related advisory services as part of an integrated group that includes affiliated law and CPA firms. The firm provides customized investment strategies utilizing various analytic methods and leverages its in-house estate-planning and tax preparation capabilities.