Montoya and Associates Overview
- Founded
- 1989
- 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
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Multi-line Insurance
Life and Health Insurance
Parent Company
Primary Office
- 4233 Pablo Professional Ct #201
- Jacksonville, FL 32224
- United States
+1 (904) 000-0000
Montoya and Associates Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialMontoya and Associates Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| H. Montoya | Founder & Principal Owner |