CBIZ is a leading professional services advisor to financial institutions and organizations nationwide. As one of the largest accounting and advisory providers in the nation, they service their clients’ needs with a local touch supported by unparalleled credentials and experience.

The CBIZ Banking & Financial Services Practice provides clients with a depth of industry expertise coupled with local decision making. From advisory services such as internal audit, IT, regulatory compliance audit, tax, and risk management to benefits, insurance, and technology, they address their clients’ unique requirements and are committed to maximizing all aspects of their business objectives and financial interests.

CBIZ supports your institution as it navigates challenges, turns risk into opportunity, and drives sustainable, long-term excellence – where you are today and wherever you want to grow. Clients served include banks, money managers, mutual funds, financial intermediaries, credit card companies, insurance companies, brokerage firms, investment firms, and VC and PE firms.

Learn more at www.cbiz.com.

CONTACT:
Joe Romanello
Director
781-799-3996
[email protected]