Cause IQ vendor profile

CBIZ Financial Solutions Inc


CBIZ Financial Solutions Inc is a firm that provides financial advisor, insurance agent or broker, investment management, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California, Maryland, Missouri, and West Virginia (although they are present in other states as well).

Most CBIZ Financial Solutions Inc clients are hospitals with revenues ranging from $17 million to $273 million.

Primary location:
Cincinnati, OH
Clients in:
AZ, OH
Identified clients:
16
Avg client size:
$179 mil revenue
Median client size:
$55 mil revenue

CBIZ Financial Solutions Inc client list

  Name Type Location
1 Ohio Farm Bureau Federation 501(c)(5) Columbus, OH
2 West Virginia University Hospitals (WVUH) 501(c)(3) Morgantown, WV
3 Spectrum Health Big Rapids Hospital 501(c)(3) Big Rapids, MI
4 SERV Behavioral Health System 501(c)(3) Ewing, NJ
5 Hope Hospice 501(c)(3) Pleasanton, CA
6 Delta Dental of Kansas (DDKS) 501(c)(4) Wichita, KS
7 Magnifi Financial Credit Union 501(c)(14) Melrose, MN
8 Mount Saint Mary's University (MSMU) 501(c)(3) Emmitsburg, MD
9 Tri Valley Health System 501(c)(3) Cambridge, NE
10 New Liberty Hospital Corporation 501(c)(3) Liberty, MO
... and 6 more CBIZ Financial Solutions Inc not-for-profit tax-exempt clients identified by Cause IQ

CBIZ Financial Solutions Inc competitors

Competitors to CBIZ Financial Solutions Inc in the nonprofit sector include Royal Alliance Associates Inc, Stifel Nicolaus, Marsh and Mclennan Agency, Mercer, Kestra Investment Services LLC, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Cetera Advisor Networks, LLC, and Aetna Inc.

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