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 York, New Jersey, and Illinois (although they are present in other states as well).

Most Msi Financial Services Inc. clients are hospitals, outpatient health care practitioners and facilities, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $6.2 million to $106 million.

Primary location:
Springfield, MA
All locations:
NC, MI, MA
Identified clients:
39
Avg client size:
$202 mil revenue
Median client size:
$32 mil revenue

Msi Financial Services Inc. client list

 NameTypeLocation
1The Bridge Family Center Incorporated501(c)(3)West Hartford, CT
2Jackson Park Hospital Foundation501(c)(3)Chicago, IL
3Community Service Society of New York (CSS)501(c)(3)New York, NY
4Wentworth-Douglass Hospital501(c)(3)Dover, NH
5Food Bank for New York City501(c)(3)New York, NY
6Luther Manor / United Lutheran Program for the Aging Inc501(c)(3)Wauwatosa, WI
7International House501(c)(3)New York, NY
8JCC Rockland -- Rockland Ymha Ywha Association501(c)(3)West Nyack, NY
9Project Live Incorporated (PLI)501(c)(3)Newark, NJ
10Hazon501(c)(3)New York, NY
...and 29 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 Cambridge Investment Research, Advised Assets Group, LLC, Voya Retirement Insurance and Annuity Co., Northwestern Mutual Investment Serv, Transamerica, Ubs Financial Services, Inc., Morningstar, Ameriprise Financial Services, CBIZ Retirement Plan Services, and JP Morgan Chase.

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