Ronda Smith & Assoc

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Description

Your plan will incorporate not only your retirement savings needs but also your insurance needs including health insurance, dental insurance, disabili

Dental Classification

Disqualified · Non-dental

Ronda Smith & Associates is a one-person retail financial planning and insurance practice based in Billings, Montana, offering retirement planning, life and health insurance, and investment advice to individuals, families, and small business owners — entirely unrelated to dental or healthcare-services M&A.

Ronda Smith & Associates is a solo retail financial planning and insurance advisory practice (1 FTE, affiliated with Cetera Wealth) serving individual and small-business clients in Montana — it is a personal wealth-management firm with no acquisition mandate, no healthcare PE thesis, and no connection to dental or healthcare-services M&A.

Operator / Sponsor

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Geography

Montana (Billings) + Spokane, WA

Portfolio

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Specialties

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Founded

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Acquiring now

enriched 2026-05-05

Location

Billings, Montana, United States

Industry

Investment Management

Investor Type

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Target Sectors

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Verticals

No verticals classified

Financials

Revenue

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EBITDA

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Employees

Founded

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Classify Status

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Prospects

0 people

No prospects linked to this account.

Outreach History

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