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 audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Arizona and Maryland (although they are present in other states as well).

Most CBIZ Financial Solutions Inc clients are hospitals, colleges, universities, and professional schools, and outpatient health care practitioners and facilities with revenues ranging from $19 million to $224 million.

Primary location:
Cincinnati, OH
Clients in:
AZ, OH
Identified clients:
23
Avg client size:
$176 mil revenue
Median client size:
$56 mil revenue

CBIZ Financial Solutions Inc client list

  Name Type Location
1 Ohio Farm Bureau Federation 501(c)(5) Columbus, OH
2 North Central College 501(c)(3) Naperville, IL
3 Rumson Country Day School 501(c)(3) Rumson, NJ
4 District Medical Group (DMG) 501(c)(3) Phoenix, AZ
5 Washington College 501(c)(3) Chestertown, MD
6 West Virginia University Hospitals (WVUH) 501(c)(3) Morgantown, WV
7 Spectrum Health Big Rapids Hospital 501(c)(3) Big Rapids, MI
8 La Posada at Park Centre 501(c)(3) Green Valley, AZ
9 SERV Behavioral Health System 501(c)(3) Ewing, NJ
10 United Community Health Center-Mari (UCHC) 501(c)(3) Green Valley, AZ
... and 13 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 Global Retirement Partners LLC, Kibble and Prentice, Aetna Inc, Alight Solutions LLC, Milliman, MML Investors Services, Morgan Stanley Smith Barney, Willis Towers Watson, Ameriprise Financial Services, and Towers Watson.

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