Montgomery Associates Inc

  • Insurance
  • Mesa AZ
  • 3 employees
  • Insurance
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Company Overview

Headquarters
PO Box 458, Mesa AZ
Website
altcsplanning.net
Phone
(480) 464-****
Employees
3
Founded in
2001
Industry
Insurance
SIC Code
6411 - Insurance Agents, Brokers, and Service
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Financials & Stats

Revenue

$3B

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Who is Montgomery Associates Inc

Montgomery Associates Inc., operating as ALTCS Planning.net, is a long-term care planning firm based in Mesa, Arizona. The company employs 5 to 9 individuals and generates $2.5 million in annual revenue. ALTCS Planning.net specializes in helping individuals navigate the complexities of long-term care planning and Medicare benefits. Their services include Medicare counseling and education, long-term care planning consulting, initial evaluations for eligibility in programs like ALTCS and VA benefits, and legal document preparation. They offer assistance with Medicare options such as Supplement Insurance, Medicare Advantage Plans, Prescription Drug Plans, and Special Needs Plans. The firm was founded by individuals with experience working for the Arizona state agency responsible for determining ALTCS program eligibility. This experience allows them to provide specialized guidance and support to clients seeking assistance with the application process. To learn more about ALTCS Planning.net and their services, visit their website at altcsplanning.net.

Montgomery Associates Inc Industry Tags

Arizona Medicaid (ALTCS) Benefits Planning
Medicare Insurance Services
Certified Legal Document Prepration
Financial Planning
Government Benefits
Medicare Advantage Plans
Medicare Supplements
Veterans Benefits
Estate Planning
Long Term Care Planning
Arizona Medicaid Benefits
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FAQ

What is the location of Montgomery Associates Inc's headquarters?
The headquarters of Montgomery Associates Inc are situated at PO Box 458, Mesa AZ
What is Montgomery Associates Inc's phone number?
Montgomery Associates Inc's contact number is (480) 464-****.
What is Montgomery Associates Inc's official website?
The official website of Montgomery Associates Inc can be found at altcsplanning.net.
What is Montgomery Associates Inc's current revenue?
As of September 2023, Montgomery Associates Inc's annual revenue reached $3B.
How many employees does Montgomery Associates Inc currently have?
Montgomery Associates Inc employs approximately 3+ people as of September 2023
Which industries is Montgomery Associates Inc primarily operating in?
Montgomery Associates Inc operates in the following industries: Insurance, Health Insurance
What are Montgomery Associates Inc's industry tags?
Montgomery Associates Inc's industry tags include: Arizona Medicaid (ALTCS) Benefits Planning, Medicare Insurance Services, Certified Legal Document Prepration
When was Montgomery Associates Inc founded?
Montgomery Associates Inc was founded in 2001.

Employee Directory

Key Employees

Carol Aragon-Montgomery

President

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