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Toth-felty Ins Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Middleburg Heights · Ohio
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Toth-felty Ins Agency INC is an independent insurance agency licensed in Middleburg Heights, OH. Lines listed: Auto, Home, Life, Business, Farm, Bonds Insurance. Founding or history: 1971. Agency Match assessments based on public information: Business Partnerships low; Looking to Buy low. 17 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Low · 20

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 20/100 · Low confidence: few public facts

Why: Documented expansion (new office or book); public history of 15+ years in business or in the industry

  • Documented expansion (new office or book) · Office opening (historical): We hit this magical number is May of 2016. 2019 Moves to Middleburg In May, movedtothfelty.com
  • Public history of 15+ years in business or in the industry · 1971tothfelty.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Documented expansion (new office or book)+15 pts
    • Office opening (historical): We hit this magical number is May of 2016. 2019 Moves to Middleburg In May, moved it’s opertothfelty.com
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 8

Acquisition Research Fit is low. Formation year 1971 is on a verified record (55 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

  • Formation year 1971 is on a verified record (55 years in operation). Verified · +8 ptstothfelty.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry

  • Public history of 15+ years in business or in the industry · 1971tothfelty.com
  • Public history of 30+ years in business or in the industry · 1971tothfelty.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Public history of 30+ years in business or in the industry (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 2 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Low · 30

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; several documented lines of business

  • Niche specialty line documented · Auto, Home, Life, Business, Farm, Bonds Insurancetothfelty.com
  • Several documented lines of business · Auto, Home, Business, Life, Farm, Health Insurance, Bondstothfelty.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
  2. Several documented lines of business (supporting)+10 pts

Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 8267990), licensed at Middleburg Hts, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“We are an independent, locally-owned and operated insurance company in Middleburg Heights, Ohio.”
tothfelty.com
OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: tothfelty.com

Locations & footprint

Middleburg Heights, Ohio

Operating office

PublishedBrowse city

Middleburg Heights, Ohio

Licensed in state

RecordBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Auto, Home, Life, Business, Farm, Bonds InsuranceFounding: 1971

People & affiliations

Bob Felty, Owner / Insurance AgentPublished

Bob Felty Owner / Insurance Agent Bob, his wife Nancy, and family reside in and are long time residents of Parma Heights.

Bob Felty, Owner / Insurance AgentPublished

Bob Felty Owner / Insurance Agent Bob, his wife Nancy, and family reside in and are long time residents of Parma Heights.

Names & entities

TOTH-FELTY INS AGENCY INCRecord

Legal name on license record

Facts from published sources (17 verified, 1 unverified)

Office locationPublicly sourced

7055 Engle Road Suite 4-403, Middleburg Heights, OH

“Address: 7055 Engle Road Suite 4-403, Middleburg OH”
tothfelty.com
FoundingPublicly sourced

1971

“We’ve been serving the auto, home, business and life insurance needs of clients since 1971.”
tothfelty.com
LeadershipPublicly sourced

Bob Felty, Owner / Insurance Agent

“Bob Felty Owner / Insurance Agent Bob, his wife Nancy, and family reside in and are long time residents of Parma Heights.”
tothfelty.com
IndependentPublicly sourced

Independent, locally-owned insurance company

“We are an independent, locally-owned and operated insurance company in Middleburg Heights, Ohio.”
tothfelty.com
Line of businessPublicly sourced

Auto, Home, Life, Business, Farm, Bonds Insurance

“Helping our clients acquire the right insurance for their home, auto, life, business, health, or farm is our top priority!”
tothfelty.com
Market servedPublicly sourced

Northeast Ohio

“We’ve been in business helping clients across Northeast Ohio since 1971.”
tothfelty.com
Office locationPublicly sourced

7055 Engle Road Suite 4-403, Middleburg Heights, OH

“Address: 7055 Engle Road Suite 4-403, Middleburg OH”
tothfelty.com
FoundingPublicly sourced

1971

“We’ve been serving the auto, home, business and life insurance needs of clients since 1971.”
tothfelty.com
IndependentPublicly sourced

Independent, locally-owned and operated

“We are an independent, locally-owned and operated insurance company in Middleburg Heights, Ohio.”
tothfelty.com
LeadershipPublicly sourced

Bob Felty, Owner / Insurance Agent

“Bob Felty Owner / Insurance Agent Bob, his wife Nancy, and family reside in and are long time residents of Parma Heights.”
tothfelty.com
Line of businessPublicly sourced

Auto, Home, Business, Life, Farm, Health Insurance, Bonds

“Toth-Felty Insurance expanded it’s coverage and scope to include home, auto, business, life, farm, health insurance as well as bonds.”
tothfelty.com
Market servedPublicly sourced

Northeast Ohio

“We started off small with automobile insurance and became a household name in the Northeast Ohio area.”
tothfelty.com
CarrierPublicly sourced

Medical Mutual

“One of our Life and Health Specialists can evaluate your needs and provide you with a quote on medical coverage from one of the fine companies we represent, including Kaiser-Permanente, Medical Mutual, United Healthcare, Summa Healthcare, and more.”
tothfelty.com
Line of businessPublicly sourced

Lines of business: Bonding (Bonds)

“Bonding (Bonds)”
tothfelty.com
Tenure statementPublicly sourced

Tenure: Happy Customers Toth-Felty Insurance has served local business owners since 1971.

“Happy Customers Toth-Felty Insurance has served local business owners since 1971.”
tothfelty.com
Office opening historicalPublicly sourced

Office opening (historical): We hit this magical number is May of 2016. 2019 Moves to Middleburg In May, moved it’s operations from Parma to Middleburg Heights after having completed the construction of a new office building.

“We hit this magical number is May of 2016. 2019 Moves to Middleburg In May, moved it’s operations from Parma to Middleburg Heights after having completed the construction of a new office building.”
tothfelty.com
Tenure statementPublicly sourced

Tenure: Learn More Happy Customers Toth-Felty Insurance has served local business owners since 1971.

“Learn More Happy Customers Toth-Felty Insurance has served local business owners since 1971.”
tothfelty.com
Show 1 unverified fact (did not pass QA)
AcquisitionDid not pass QA

Moved operations to new office in Middleburg Heights in May 2019

“In May, moved it’s operations from Parma to Middleburg Heights after having completed the construction of a new office building.”

QA note: Unverified: year not in quote. Shown for transparency; not treated as a fact.

tothfelty.com