CLOs on the Move

Confidential Planning

www.cpcfs.com

 
Confidential Planning is a Hartsdale, NY-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Orange Insurance

Orange Insurance is a North York, ON-based company in the Financial Services sector.

Brightway

Established in 2008, Brightway grew to become one of the largest privately owned property/casualty insurance distribution companies in the U.S. with over 300 franchises in 32 states and over $900 million in annual premium. Recently, Brightway`s success led to a private equity investment that has infused the company with financial and human capital, and data and analytics access, to accelerate growth and deliver new and exciting market opportunities. Brightway produces winning outcomes for franchisees and their customers by offering access to customized coverage solutions from a range of insurers paired with full back office and marketing support. This winning model allows agents and producers to focus on addressing the needs of their customers to become trusted advisors and grow their business.

Reliance Matrix

Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual`s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer`s work force in a changing, challenging world.

Better Business Bureau

Better Business Bureau is a Chicago, IL-based company in the Financial Services sector.

Central Cast Neurobehavior Center

Central Cast Neurobehavior Center is a Morro Bay, CA-based company in the Financial Services sector.