Corporate & Endowment Solutions

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

4341 Acer Grove Dr Ste 300C, Springfield...

Phone Number

(888) 221-2294

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
2
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1

About Corporate & Endowment Solutions

CES specializes in innovative retirement planning solutions, focusing on asset location and tax strategies to help clients achieve financial freedom. With nearly 30 years of experience, they cater to executives, small business owners, and financial professionals seeking effective income replacement and talent retention strategies. Their services include complimentary assessments for nonqualified benefit plans and a comprehensive management system for clients' financial plans. CES aims to build strong relationships with advisors to redefine financial independence in the 21st century.Explore more
Corporate & Endowment Solutions's Social MediaPopular SearchesCorporate & Endowment Solutions IncCES IncCorporate & Endowment SolutionsCes Financial IncCorporate & Endowment SolutionSIC Code 62,628NAICS Code 52,523Show more

Corporate & Endowment Solutions Org Chart

PhoneEmail
NH
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Manager, Business Case

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PB
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Sales Support Relationship Manager

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PS
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Lead Associate

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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Corporate & Endowment Sol...

<$5M
11-50
Private
-
1996
NH
Nancy HarryManager, Business Case
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
<$5M
1-10
Private
-
1994
RE
Rita ExterOffice Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Corporate & Endowment Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Corporate & Endowment Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Corporate & Endowment Solutions.

Corporate & Endowment Solutions Tech Stack

A closer look at the technologies used by Corporate & Endowment Solutions

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Frequently Asked Questions Regarding Corporate & Endowment Solutions

What is Corporate & Endowment Solutions's official website?
Corporate & Endowment Solutions's official website is www.ces-home.com
What is Corporate & Endowment Solutions's Revenue?
Corporate & Endowment Solutions's revenue is <$5 Million
What is Corporate & Endowment Solutions's SIC code?
Corporate & Endowment Solutions's SIC: 62,628
What is Corporate & Endowment Solutions's NAICS code?
Corporate & Endowment Solutions's NAICS: 52,523
How many employees does Corporate & Endowment Solutions have?
Corporate & Endowment Solutions has 11-50 employees
What industry does Corporate & Endowment Solutions belong to?
Corporate & Endowment Solutions is in the industry of: Finance, Securities Trading
What is Corporate & Endowment Solutions competition?
Corporate & Endowment Solutions top competitors include: Cornerstone Financial, Rogers Financial Group, LifeWorth Financial, Cape Cod Wealth Strategies & Insurance Services
What companies has Corporate & Endowment Solutions acquired?
Corporate & Endowment Solutions has acquired the companies: WP Stewart, Stifel Independent Advisors, CPH Capital Fondsmglerselskab, AnchorPath
What technology does Corporate & Endowment Solutions use?
Some of the popular technologies that Corporate & Endowment Solutions uses are: F5 Silverline DDoS Protection, Microsoft 365, Vimeo, GoDaddy DNS
How do I contact Corporate & Endowment Solutions?
Corporate & Endowment Solutions contact info: Phone number: (888) 221-2294 Website: www.ces-home.com
What does Corporate & Endowment Solutions do?

CES specializes in innovative retirement planning solutions, focusing on asset location and tax strategies to help clients achieve financial freedom. With nearly 30 years of experience, they cater to executives, small business owners, and financial professionals seeking effective income replacement and talent retention strategies. Their services in... clude complimentary assessments for nonqualified benefit plans and a comprehensive management system for clients' financial plans. CES aims to build strong relationships with advisors to redefine financial independence in the 21st century.Read More

What are Corporate & Endowment Solutions social media links?
Corporate & Endowment Solutions Linkedin page Corporate & Endowment Solutions Facebook page
Is Corporate & Endowment Solutions a public company?
Corporate & Endowment Solutions is private company therefore does not currently have an official ticker symbol
See more information about Corporate & Endowment Solutions

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