Estate Financial Overview
- Year Founded
-
1999
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
2
Estate Financial General Information
Description
Provider of financial and insurance advisory services in Paso Robles, California. The company specializes in operating a one-stop financial center that offers financial and insurance advisory services with the help of a managing general agent appointed by an insurer to solicit applications, thereby enabling agents to handle contracts on behalf of their clients.
Contact Information
Website
www.estatefinancial.comCorporate Office
- 935 Riverside Avenue
- Suite 1
- Paso Robles, CA 93446
- United States
Corporate Office
- 935 Riverside Avenue
- Suite 1
- Paso Robles, CA 93446
- United States
Estate Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Estate Financial FAQs
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When was Estate Financial founded?
Estate Financial was founded in 1999.
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Where is Estate Financial headquartered?
Estate Financial is headquartered in Paso Robles, CA.
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What industry is Estate Financial in?
Estate Financial’s primary industry is Consulting Services (B2B).
-
Is Estate Financial a private or public company?
Estate Financial is a Private company.
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What is Estate Financial’s current revenue?
The current revenue for Estate Financial is 000000.
-
When was Estate Financial acquired?
Estate Financial was acquired on 02-Feb-2017.
-
Who acquired Estate Financial?
Estate Financial was acquired by Financial Horizons.
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