Confidential Brokerage Services, Inc. v. Confidential Planning Corp.
Appellate Division of the Supreme Court of the State of New York
1Opinion of the CourtMcCarthy, J.
Appeals from an order and amended order of the Supreme Court (Tait, J.), entered February 19, 2010 and February 24, 2010 in Broome County, which, among other things, granted plaintiffs motion for a preliminary injunction.
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…
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