Montoya and Associates Overview

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

Montoya and Associates General Information


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

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Life and Health Insurance
Multi-line Insurance
Primary Office
  • 4233 Pablo Professional Ct #201
  • Jacksonville, FL 32224
  • United States
+1 (904) 000-0000
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Montoya and Associates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Montoya and Associates Executive Team (1)

Name Title Board Seat Contact Info
H. Montoya Founder & Principal Owner
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