Leverone & Associates

Retirement Plan Advisors LLC is a trusted financial advisory firm based in Montgomery, OH, specializing in helping individuals, families, and small businesses establish and achieve their retirement goals. With a focus on providing personalized resources and guidance, they assist clients in defining their ambitions and creating benchmarks to ensure a secure and prosperous retirement. As a Registered Investment Advisor in the State of Ohio, Retirement Plan Advisors LLC offers a complimentary Get Acquainted meeting to determine if their services align with clients' needs. With a commitment to privacy and a dedication to delivering timely updates and news, they strive to build lasting relationships and provide comprehensive financial solutions.Generated from the website

Thielen & Co CPA, located in Montgomery, OH, is a well-established accounting firm led by David Thielen, a seasoned professional with decades of experience. With a focus on providing reliable financial services, Thielen & Co CPA offers expertise in areas such as tax preparation, bookkeeping, and financial planning. In addition to his accounting practice, David Thielen is also an accomplished author, having written the book "I Don't Know What I'm Doing: How a Programmer Became a Successful Startup CEO." This insightful book delves into Thielen's personal journey and shares valuable lessons he learned while building and growing Windward Studios, a successful startup. With a passion for sharing knowledge, Thielen also maintains a blog covering topics ranging from politics to career development.Generated from the website