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.
| 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 | ||||
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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