Montoya and Associates Overview

  • Founded
  • 1989
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Montoya and Associates General Information

Description

Provider of financial services intended to help client secure their financial future. The company's assist clients in setting up customized benefits plans, retirement plans, help individuals, families, and businesses find insurance coverages including life, health, and casualty, estate planning, social security, wealth management, and consulting services, enabling clients to achieve business and financial goals and minimize financial risks.

Contact Information

Website
www.montoyaassociates.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Life and Health Insurance
Multi-line Insurance
Parent Company
Baldwin Krystyn Sherman Partners
Primary Office
  • 4233 Pablo Professional Ct #201
  • Jacksonville, FL 32224
  • United States
+1 (904) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Montoya and Associates Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Montoya and Associates‘s full profile, request access.

Request a free trial

Montoya and Associates Executive Team (1)

Name Title Board Seat Contact Info
H. Montoya Founder & Principal Owner
To view Montoya and Associates’s complete executive team members history, request access »