Round Valley Financial

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

89b Main St, Lebanon, New Jersey, 08833,...

Phone Number

(908) 437-0126

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Round Valley Financial

Round Valley Financial is a comprehensive financial services firm dedicated to enhancing long-term financial success for its clients. They offer customized programs aimed at growing and conserving wealth through personalized service. The firm emphasizes client-first advice and guidance, helping clients bridge the gap between their current financial situation and their future goals. Their services cater to individuals seeking financial planning, investment management, and insurance solutions.Explore more
Round Valley Financial's Social MediaPopular SearchesRound Valley FinancialRound Valley Financial PlgSIC Code 62,628NAICS Code 52,523Show more

Round Valley Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Round Valley Financial

<$5M
1-10
Private
-
2002
RJ
Robert JungeCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SK
Shawnia KummelmanManager, Client Relations
<$5M
1-10
Private
-
-
JB
Joseph BihEnterprise Data Reporting & Analytics Engineering Leader & Tableau Consultant
<$5M
1-10
Private
-
2013
LL
Lexi LarkinAdministrative Assistant
<$5M
1-10
Private
-
-
KL
Kevin LussFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Round Valley Financial Tech Stack

A closer look at the technologies used by Round Valley Financial

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Frequently Asked Questions Regarding Round Valley Financial

What is Round Valley Financial's official website?
Round Valley Financial's official website is www.roundvalleyfinancial.com
What is Round Valley Financial's Revenue?
Round Valley Financial's revenue is <$5 Million
What is Round Valley Financial's SIC code?
Round Valley Financial's SIC: 62,628
What is Round Valley Financial's NAICS code?
Round Valley Financial's NAICS: 52,523
How many employees does Round Valley Financial have?
Round Valley Financial has 1-10 employees
What industry does Round Valley Financial belong to?
Round Valley Financial is in the industry of: Finance, Securities Trading
What is Round Valley Financial competition?
Round Valley Financial top competitors include: Cameron Financial Management, Tunxis Wealth Management, LPL Financial, JEM Wealth Management
What technology does Round Valley Financial use?
Some of the popular technologies that Round Valley Financial uses are: Google Tag Manager, Font Awesome, GoDaddy DNS, Broadridge Advisor Solutions
How do I contact Round Valley Financial?
Round Valley Financial contact info: Phone number: (908) 437-0126 Website: www.roundvalleyfinancial.com
What does Round Valley Financial do?

Round Valley Financial is a comprehensive financial services firm dedicated to enhancing long-term financial success for its clients. They offer customized programs aimed at growing and conserving wealth through personalized service. The firm emphasizes client-first advice and guidance, helping clients bridge the gap between their current financial... situation and their future goals. Their services cater to individuals seeking financial planning, investment management, and insurance solutions.Read More

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

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