Financial Rounds

Finance · Ohio, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4555 Lake Forest Dr Ste 650, Cincinnati,...

Phone Number

(513) 588-8080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Financial Rounds

Financial Rounds is a certified financial planning service specifically designed for physicians. The company assists clients in prioritizing financial decisions, selecting benefits, managing student loans, investing, and effectively running their medical practices. Their services include tailored solutions like Backdoor Roth IRAs and guidance on new retirement rules under Secure Act 2.0. Financial Rounds aims to empower physicians to take control of their financial futures.Explore more
Financial Rounds's Social MediaPopular SearchesFinancial RoundsSIC Code 62,628NAICS Code 52,523Show more

Financial Rounds Org Chart

PhoneEmail
SM
United States flag for contact location.

Client Service Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Financial Rounds your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Financial Rounds

Compare insights from companies similar to Financial Rounds, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Rounds

<$5M
1-10
Private
-
-
SM
Sharon MillerClient Service Specialist
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1994
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Rounds is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Rounds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Rounds.

Financial Rounds Tech Stack

A closer look at the technologies used by Financial Rounds

Top Finance Companies

Frequently Asked Questions Regarding Financial Rounds

What is Financial Rounds's official website?
Financial Rounds's official website is www.financialrounds.com
What is Financial Rounds's Revenue?
Financial Rounds's revenue is <$5 Million
What is Financial Rounds's SIC code?
Financial Rounds's SIC: 62,628
What is Financial Rounds's NAICS code?
Financial Rounds's NAICS: 52,523
How many employees does Financial Rounds have?
Financial Rounds has 1-10 employees
What industry does Financial Rounds belong to?
Financial Rounds is in the industry of: Finance, Securities Trading
What is Financial Rounds competition?
Financial Rounds top competitors include: Wealth Advisory Services, Stockade Wealth Management, Gardiner Financial, Kiely Capital Management
What technology does Financial Rounds use?
Some of the popular technologies that Financial Rounds uses are: Cloudflare Rocket Loader, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Financial Rounds?
Financial Rounds contact info: Phone number: (513) 588-8080 Website: www.financialrounds.com
What does Financial Rounds do?

Financial Rounds is a certified financial planning service specifically designed for physicians. The company assists clients in prioritizing financial decisions, selecting benefits, managing student loans, investing, and effectively running their medical practices. Their services include tailored solutions like Backdoor Roth IRAs and guidance on ne... w retirement rules under Secure Act 2.0. Financial Rounds aims to empower physicians to take control of their financial futures.Read More

What are Financial Rounds social media links?
Financial Rounds Twitter page Financial Rounds Facebook page
Is Financial Rounds a public company?
Financial Rounds is private company therefore does not currently have an official ticker symbol
See more information about Financial Rounds

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.