About CSI Wealth Management Consulting company in Greensboro, United States
(336) 252-2624
Our story goes back several decades to when our founder Chris Foster first entered the financial services business. Our focus initially was insurance – helping families and business owners prepare for the unexpected. Over time our service offerings have expanded but our area of specialty remains sophisticated risk management strategies.
Today CSI Wealth Management is recognized for giving advice that is rooted in decades of experience and a holistic approach that takes into account a clients entire financial picture. Chris wife Leslie Foster works alongside him in a separate yet aligned practice that serves business owners with qualified retirement plans.
We are located in Greensboro North Carolina. We serve clients in many states throughout the country.