Round Rock Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
187 Danbury Rd Ste 201, Wilton, Connecti...Phone Number
(203) 920-4774Website
www.roundrockadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
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ZI Rank
2
1
1
1
1
2
About Round Rock Advisors
Round Rock Advisors offers a comprehensive approach to financial planning, focusing on cultivating generational wealth for clients at every stage of life. Their services include investment and retirement planning, tax and estate strategies, cash-flow management, and corporate advisory. The firm is dedicated to providing personalized guidance that adapts to clients' evolving needs and goals. As independent fiduciaries, they prioritize ethics and transparency, aiming to build lasting relationships and multi-generational wealth.Explore more
Round Rock Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Round Rock Advisors
<$5M
1-10
Private
-
2017
Erika MorroChief Operating Officer & Chief Information Security Officer, Cco
Company Profile Activity
Activity Insights
Round Rock Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Round Rock Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Round Rock Advisors.
Round Rock Advisors Tech Stack
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Round Rock Advisors offers a comprehensive approach to financial planning, focusing on cultivating generational wealth for clients at every stage of life. Their services include investment and retirement planning, tax and estate strategies, cash-flow management, and corporate advisory. The firm is dedicated to providing personalized guidance that a... Read More
