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Montoya and Associates

Montoya and Associates
1989 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

Montoya and Associates Valuation and Funding

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

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Montoya and Associates Executive Team (1)

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