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Dan Ross Financial Services

1981 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial planning and counseling service. The company provides mutual funds, retirement planning, estate planning and other financial services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Acquirer
New York Long-Term Care Brokers
Primary Office
  • P.O. Box 817
  • Binghamton, NY 13905
  • United States

Dan Ross Financial Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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