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 $18 million to $285 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 | Hope Hospice | 501(c)(3) | Pleasanton, CA | ||
| 5 | SERV Behavioral Health System | 501(c)(3) | Hamilton, NJ | ||
| 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 | WV University Healthcare | 501(c)(3) | Martinsburg, WV | ||
| ... | 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 Voya Financial Advisors Inc, Morgan Stanley Smith Barney, Oppenheimer, Willis Towers Watson, LPL Financial Corporation, Alight Solutions LLC, Aetna Inc, Kibble and Prentice, Gallagher Benefit Services, and Royal Alliance Associates Inc.
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