HP Planning, LLC is a firm that provides insurance agent or broker and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, Connecticut, and New York (although they are present in other states as well).
Most HP Planning, LLC clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and vocational rehabilitation services with revenues ranging from $26 million to $111 million.
Previous legal names, trade names, or just variations of their name include: HP Planning.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Bentley University | 501(c)(3) | Waltham, MA | ||
| 2 | Rutgers University Foundation | 501(c)(3) | New Brunswick, NJ | ||
| 3 | Walker | 501(c)(3) | Needham, MA | ||
| 4 | The Riverwoods Group | 501(c)(3) | Exeter, NH | ||
| 5 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| 6 | GrowNYC | 501(c)(3) | New York, NY | ||
| 7 | Turning Point and Affiliates | 501(c)(3) | Newburyport, MA | ||
| 8 | Mobilization for Justice (MFY) | 501(c)(3) | New York, NY | ||
| 9 | Modern Language Association of America (MLA) | 501(c)(3) | New York, NY | ||
| 10 | Institute for Advanced Study (IAS) | 501(c)(3) | Princeton, NJ | ||
| ... | and 32 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Cambridge Investment Research, Voya Retirement Insurance and Annuity Co., Transamerica, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, RBC Capital Markets, Capfinancial Partners, LLC, Segal Consulting, and Ubs Financial Services.
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