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$66B Assets Under
20+ Offices
70+ Financial
                   *As of 12/31/2023  

At CBIZ Investment Advisory Services (CBIZ IAS), we understand that developing a plan to secure your financial future can be stressful. Our dedicated team includes experienced and credentialed investment specialists who are focused on understanding your unique needs. We will work with you to develop and implement a strategy that will help you meet your investment goals.

We strive to build long-term relationships based upon outstanding service, communication, technology, security, and trust.