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CONFIDENTIAL BROKERAGE SERVICES, INC. v. CONFIDENTIAL PLANNING CORPORATION

510976.

85 A.D.3d 1268 (2011)

924 N.Y.S.2d 207

2011 NY Slip Op 4577

CONFIDENTIAL BROKERAGE SERVICES, INC., Respondent, v. CONFIDENTIAL PLANNING CORPORATION et al., Appellants, et al., Defendants.

Appellate Division of the Supreme Court of New York, Third Department.

Decided June 2, 2011.

McCARTHY, J.

Defendant Confidential Planning Corporation (hereinafter CPC) is a financial services company that specializes in investment and retirement plans for school system employees, among others. Plaintiff provides similar services. In 2002, the two entered into a billing services agreement where plaintiff would pay CPC to perform billing and remittance services for school district employees that plaintiff serviced. In 2006, defendant Pinnacle Holdings, LLC...

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