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Our Services

Rounds Financial Services offers a full array of Investment and other Financial Services.

The company focuses on Retirement Wealth Building and Management through the use of Exchange Traded Funds. Its Trademark CaMDAR® Investment Method was designed to give both the small and the large investor an opportunity to share in the market place using the Rounds Market LEADER Philosophy. LEADER is an acronym for Long-term, Early-start, Attribute-driven, Diversified-holdings, Expense-conscious, Rebalance-periodically.

Our Services

Advisory Services

  • CaMDAR® Investment Method

Retirement

  • 401K, 403Bs…
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • Variable Annuities

Education

  • 529 Plans

Investments

  • ETFs
  • Mutual Funds
  • Stocks
  • REITs

Income Protection

  • Government Bonds
  • Corporate Bonds

Legacy Protection

  • Variable Life
  • Variable Annuities