Cause IQ vendor profile

Centerstone Insurance and Financial


Centerstone Insurance and Financial is a firm that provides insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York, New Jersey, California, and Colorado (although they are present in other states as well).

Most Centerstone Insurance and Financial clients are health and welfare funds and outpatient health care practitioners and facilities with revenues ranging from $21 million to $151 million.

Previous legal names, trade names, or just variations of their name include: Centerstone Insurance Financial.

Primary location:
Dallas, TX
All locations:
TX, NY
Identified clients:
27
Avg client size:
$77 mil revenue
Median client size:
$30 mil revenue

Centerstone Insurance and Financial client list

 NameTypeLocation
1Young Adult Institute (YAI)501(c)(3)New York, NY
2Food Bank of the Rockies501(c)(3)Denver, CO
3Hamaspik of Kings County501(c)(3)Brooklyn, NY
4New Leaders501(c)(3)New York, NY
5Crescent Valley Public Charter School (CVC)501(c)(3)Valencia, CA
6Everas Community Services501(c)(3)Somerset, NJ
7Hamaspik HomeCare501(c)(3)Spring Valley, NY
8Hamaspik Choice501(c)(3)Monsey, NY
9Via Care Community Health Center501(c)(3)Los Angeles, CA
10McLean501(c)(3)Simsbury, CT
...and 17 more Centerstone Insurance and Financial not-for-profit tax-exempt clients identified by Cause IQ

Centerstone Insurance and Financial competitors

Competitors to Centerstone Insurance and Financial in the nonprofit sector include Wells Fargo Insurance, Boston Regional Office, Cambridge Investment Research, Advised Assets Group, LLC, Unum, Sierra Health and Life Insurance Company, Inc., Wells Fargo Advisors Ins Agency LLC, Voya Retirement Insurance and Annuity Co., Northwestern Mutual Investment Serv, and NFP Corporate Services.

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