Insights

ALTCS & AHCCCS Focus Target the Arizona ALTCS/AHCCCS market with offering expansion services and authorized representation to streamline eligibility processing for clients and care coordinators.

Medicare Advisory Upsell Leverage Medicare planning offerings to cross-sell supplemental, advantage, and prescription drug plans to current long term care planning clients, with LIS/Extra Help assistance as a value add.

Estate & Legal Prep Promote bundled services combining long term care planning with estate documents, trusts, powers of attorney, and Miller Trust guidance to position as a one-stop solution for seniors and families.

Low-Cost Conversion Position as cost-efficient ALTC S representation and initial evaluation services to attract referrals from elder law attorneys, financial planners, and care managers seeking authorized processing support.

Local Expertise Advantage Emphasize Arizona-specific knowledge and state agency experience of founders to build trust with Medicare beneficiaries and state program applicants, driving targeted outreach to local community organizations and clinics.

Similar companies to Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Tech Stack

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) uses 8 technology products and services including Google AdSense, Google Analytics Enhanced eCommerce, gstatic.com, and more. Explore Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s tech stack below.

  • Advertising
  • Google Analytics Enhanced eCommerce
    Analytics
  • gstatic.com
    Content Delivery Network
  • Content Management System
  • Twemoji
    Font Scripts
  • All in One SEO
    Search Engines
  • Sitelinks Search Box
    Web Tools And Plugins

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s Email Address Formats

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) uses at least 1 email format:
Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Email FormatsExamplePercentage
First@altcsplanning.netJohn@altcsplanning.net
100%

Frequently Asked Questions

What is Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s official website and social media links?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s official website is altcsplanning.net and has social profiles on LinkedIn.

How much revenue does Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) generate?

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As of September 2026, Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s annual revenue is estimated to be $10M - $25M.

What is Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s NAICS code?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) have currently?

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As of September 2026, Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) has approximately 2 employees across 1 continents, including North America. Key team members include Senior Commercial Loan Officer: A. E., Hydrogeologist: R. G. and : C. Y. Explore Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s employee directory with LeadIQ.

What industry does Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) belong to?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) operates in the Insurance industry.

What technology does Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) use?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s tech stack includes Google AdSense, Google Analytics Enhanced eCommerce, gstatic.com, WordPress, Microsoft 365, Twemoji, All in One SEO and Sitelinks Search Box.

What is Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s email format?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s email format typically follows the pattern of First@altcsplanning.net. Find more Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) email formats with LeadIQ.

When was Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) founded?

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Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) was founded in 2001.
Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) logo

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)

InsuranceArizona, United States2-10 Employees

Montgomery & Associates, Inc., doing business as ALTCS Planning.net, operates in the insurance sector with a focus on long-term care planning. Based in Mesa, Arizona, the firm provides guidance on long-term care options and related estate planning, including assisting with ALTCS/AHCCCS/MCS eligibility processes and offering legal document preparation for non-represented clients. Its services cover Medicare beneficiary education and option research, as well as representation for state programs, and they offer initial evaluations to determine qualification for benefits. The company works with individuals seeking planning support for long-term care and related financial and legal planning needs, and positions itself as a resource drawing on experience with the state agency that handles eligibility for the ALTCS program.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s revenue is estimated to be in the range of $10M - $25M

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