Bogart, Timura, & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

David H Bogart

David H Bogart

AAMS®, AWMA®, CRPC®, APMA®

Financial Advisor

Associate Vice President
Visit David H Bogart's website
Gregory Timura

Gregory Timura

CFP®

Financial Advisor

Vice President
Visit Gregory Timura's website

Team

Krista King

Krista King

Client Service Associate

Qualifications

  • B.A from Bowling Green State University
  • Ohio Life and Health Insurance Licence

Roles & Responsibilities

  • Notary Public
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