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
Investments
- ETFs
- Mutual Funds
- Stocks
- REITs
Income Protection
- Government Bonds
- Corporate Bonds
Legacy Protection
- Variable Life
- Variable Annuities
