Intrepid Financial Services
Straightforward financial planning for Montana small business owners and individuals, remote and by appointment
RonanAbout the listing The work
Intrepid Financial Services is a financial planning practice based in Ronan that works with clients remotely, across Montana and beyond. It’s built for small business owners who want their business and personal finances pulling in the same direction. Advisor Dave Liegakos has owned several small businesses, so the guidance comes from someone who’s sat on your side of the desk.
The Intrepid Way runs from a first strategy session through cash flow, valuation, and net worth analysis to a plan that covers growth, and retirement accounts.
Call (406) 241-9658 to book a strategy session from wherever you are.
Services What they offer
- Financial Planning
- Investment Management
- Retirement Accounts
- Business Growth Planning
- Business Retirement Plans
- Exit & Succession Planning
Features & amenities What's here
- Remote / virtual meetings
- Evening / weekend availability
- Season
- Open year-round
- Visits
- Appointment only
- Specialty areas
- Financial planning for individuals and small business owners
✓ Confirmed by the owner
This spot reaches people deciding where to go in the Mission Valley. Want your business here?
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