Description: Get independent financial guidance with a personal touch. Contact Round Table Financial for tailored retirement & estate planning solutions.
estate planning (8) wealth management (6) retirement income (2) financial independence (1) fiduciary financial advisor (1) investing strategies (1) charitable giving (1)
The Round Table signifies equality between all stakeholders in the company relationship. We believe that everyone, from management to employee to vendor to customer all deserve an equal seat at our table, and not at the head or the foot or lost in the middle – all seats are essential and pivotal. Customer’s needs are no more important than our ability to provide for those needs with appropriate solutions in a timely manner – this can only be accomplished by all being at the same table with parallel interest
Thomas McCain and Alex Golden, both veterans of the financial world, utilize their unique experiences and skill sets to promote a company dedicated to premium individualized service in the investment advisory industry.
You’re just a click away from an equal seat at our table.