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Financial Services

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  • 212-297-0400

CohnReznick’s Healthcare Industry Practice responds with holistic solutions to help organizations improve profitability, efficiency and the client experience. CohnReznick serves behavioral health and addiction services agencies with a team of professionals who have dedicated their careers to addressing the business, financial and accounting issues of the health care industry.

May 12, 2023
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  • 214-520-1115

ISC specializes in qualified retirement plans such as 401(k), 403(b), 457(b) and Cash Balance plans. We can help you optimize plan design, serve as investment fiduciaries and implement a wide range of financial education and wellness programs to ensure that your employees are on track for retirement.

May 12, 2023
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  • 212-224-1611

Mutual of America has specialized in providing a wide range of retirement products and related services to nonprofit organizations and their employees since 1945. We deliver the costefficiency of a full-service provider: one company to help you meet your investment, communication and administrative responsibilities.

May 13, 2023
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  • 877-523-2120

NextGen Healthcare, Inc. is a leading provider of innovative healthcare technology solutions. Our award-winning solutions enable practices to create healthier communities. We partner with ambulatory providers in their journey toward whole person health and value-based care. Our integrated, interoperable solutions increase clinical quality and productivity and enrich the patient experience.

May 13, 2023
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  • (800) 621-0687

William Blair is a boutique with expertise in investment banking, investment management, and private wealth management. They provide advisory services, strategies, and solutions to meet the clients’ evolving needs.

December 28, 2021