Cause IQ vendor profile

Msi Financial Services Inc.

Msi Financial Services Inc. is a firm that provides insurance agent or broker, investment management, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey, New York, and Illinois (although they are present in other states as well).

Most Msi Financial Services Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $10 million to $127 million.

Primary location:
Springfield, MA
All locations:
Identified clients:
Avg client size:
$217 mil revenue
Median client size:
$31 mil revenue

Msi Financial Services Inc. client list

1Year Up501(c)(3)Boston, MA
2Commonwealth Zoological Corporation (CZC)501(c)(3)Boston, MA
3The Bridge Family Center Incorporated501(c)(3)West Hartford, CT
4Community Service Society of New York (CSS)501(c)(3)New York, NY
5Sutter Health501(c)(3)Sacramento, CA
6Wentworth-Douglass Hospital501(c)(3)Dover, NH
7Food Bank for New York City501(c)(3)New York, NY
8Jackson Park Hospital Foundation501(c)(3)Chicago, IL
9Sinai Health System501(c)(3)Chicago, IL
10HMH Carrier Clinic501(c)(3)Neptune, NJ
...and 60 more Msi Financial Services Inc. not-for-profit tax-exempt clients identified by Cause IQ

Msi Financial Services Inc. competitors

Competitors to Msi Financial Services Inc. in the nonprofit sector include Commonwealth Financial Network, Global Retirement Partners LLC, Valic, Wells Fargo Bank, Gallagher Benefit Services Inc, NFP Insurance Services Inc, Raymond James and Associates, M&T Bank, RBC Wealth Management, and Aon Hewitt.

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