Financial Rounds Employee Directory

Q: What is Financial Rounds known for?

Financial Rounds was founded in 1991. Financial Rounds operates in the Financial Services industry.

Q: How many employees does Financial Rounds have currently?

Financial Rounds has approximately 5 employees.

Financial ServicesOhio, United States2-10 Employees

Welcome to Personal Choice Financial Advisors, LLC, where we specialize in financial planning exclusively for physicians. With over three decades of experience, we offer fee-only services tailored to your unique needs. Our expertise covers taxes, investments, student loans, insurance, estate planning, and cash flow management. With physicians in our own family, we intimately understand your challenges. Let us guide you towards financial success and peace of mind.

Find Financial Rounds employees' phone numbers or email addresses

Financial Rounds Global Highlights

North America
24

United States Of America
24

Financial Rounds's Leadership

T. P.
Vp Senior Internal Auditor Choice Bank
Mobile Phone
Email
J. P.
President
Mobile Phone
Email
J. M. B.
Owner, Managing Member, Chief Compliance Officer
Mobile Phone
Email
A. S.
Frontline Specialist
Mobile Phone
Email
D. R.
Certified Financial Planner
Mobile Phone
Email
E. F.
Mortgage Loan Processor
Mobile Phone
Email
J. H.
Para Financial Planner
Mobile Phone
Email

Financial Rounds Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
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Other
Arts & Design

Contact profiles from Financial Rounds

Name

Title

Contact Info

Location

Last Update

J. M. B.
Owner, Managing Member, Chief Compliance Officer
Mobile Phone
Email
United StatesKentucky
Oct 16, 2024
J. P.
President
Mobile Phone
Email
Oct 23, 2024
T. P.
Vp Senior Internal Auditor Choice Bank
Mobile Phone
Email
Oct 23, 2024
A. S.
Frontline Specialist
Mobile Phone
Email
United StatesNorth Dakota
Oct 17, 2024
D. R.
Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
E. F.
Mortgage Loan Processor
Mobile Phone
Email
United StatesNorth Dakota
Mar 19, 2024
J. H.
Para Financial Planner
Mobile Phone
Email
Apr 17, 2025

Frequently Asked Questions

What is Financial Rounds known for?

Financial Rounds was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 4555 Lake Forest Drive Suite 650 Cincinnati, Ohio 45241 United States; you can contact the main corporate office by phone at

+1-513-588-****

. Explore Financial Rounds's company overview page for more information.

What is Financial Rounds's most common email format?

Financial Rounds employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Rounds email formats with LeadIQ.

How many employees does Financial Rounds have currently?

Financial Rounds has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Rounds's key employees and leadership?

As of February 2026, Financial Rounds's key employees include:

Vp Senior Internal Auditor Choice Bank: T. P.
President: J. P.
Owner, Managing Member, Chief Compliance Officer: J. M. B.
Frontline Specialist: A. S.
Certified Financial Planner: D. R.

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