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  • Who are we?

    We are CSI Financial Solutions & Insurance Services

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  • People on bench

Here at CSI Financial Solutions & Insurance Services we promise to put you first. We know that by working hard, demonstrating that we care, and showing results, we can earn your trust. We believe in three principles: Keeping it simple, the protection of your principal, and a maintaining a reasonable rate of return. Schedule an appointment now, but if you're not convinced, let us explain! Click the text boxes below to learn more!


We understand how complicated it can seem out there trying to figure out what to do with your hard earned money. We believe in a simple easy to understand approach that will actually help you understand how everything works. We know that just reading your statement sometimes can be frustrating and complicated. Again we believe in simplifying things and making it easier to understand. We do annual client reviews either by phone or in person and we provide you a simple easy to read and understand summary of your accounts.

It is our goal that all our clients have less money stress and sleep better at night knowing their money is in a safer place where the principal is protected. Call us today and set a time and meet with one of our representatives and allow us to explain in detail how it all works. We can tell you quickly if what we do is right for you, suitable for you and then you can decide if you like it or not. No pressure, no fancy sales tactics, just a straight forward honest simple up front approach to what can be a complicated decision.

We know how hard everyone works to earn money and save money. We don’t want to see anyone lose money because they put their money in a place where they have volatility or risk because of a market downturn.

At CSI Financial Solutions & Insurance Services we put our clients in a product that will keep their principal and interest protected and they no longer have to worry about whether the market is up or down. No more roller coaster ride up and down year after year only to watch one bad year wipe out half your money.

At CSI Financial Solutions & Insurance Services we believe everyone should keep some of their money in a place where the principal and interest is protected from loss. If you want some of your hard earned money in a place where the principal and interest is protected, please call us and set a time to meet with one of our representatives and we will be happy to completely explain your alternatives and introduce you to a product we believe might be right for you.

It is our goal to help you get a reasonable conservative return on your money over time. What we offer our clients not only protects their principal and interest it allows them to get a reasonable conservative return over time. According to many publications and history a fair assumed rate of return over time can be between 4% and 6%.

If you’re like most investors you love it when the market rises and you get a big return but you hate when the market goes down and lose those returns and sometimes your principal. What if you could get some of the ups with none of the downs? What if you never had to worry about a downturn in the market or a volatile market ever again? Would you sleep better? would you have less stress and money worries?

Call us and set a time to meet with one of our representatives and let them show you how you can have less stress and sleep comfortably at night knowing that you’re principal and interest is protected. We will explain everything in detail to make sure this is right and suitable for you.

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