TMB Financial

TMB Financial Overview

Founded 1993
Founded
Status Acquired/​Merged
Latest Deal Type M&A
Financing Rounds 1

TMB Financial General Information

Description

Provider of pre-retirment planning and post retirement income distribution services intended to implement strategies designed to provide sustainable, inflation-adjusted income for life. The company's pre-retirment planning and post retirement income distribution services focuses on accumulation and preservation of assets, overlooking of unique financial problems of those over age 50 and assisting in building comprehensive financial remedies and strategies that help clients to achieve their financial goals.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Acquirer
Lawry de Freitas Wealth Management
Primary Office
  • 1087 Nautical Drive
  • Hammond, OR 97121
  • United States
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TMB Financial Valuation & Funding

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

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TMB Financial Executive Team (1)

Name Title Board Seat Contact Info
Teresa Brown Founder & Invetsment Advisor