Company

RoundTable Associates

Financial Services Addison, Texas, United States 3 employees

Employees: 3
Contacts: 1
Emails: 1

www.cjcruz.com LinkedIn

RoundTable Associates Overview

Headquarters: Addison, Texas, United States
Website: www.cjcruz.com
Industry: Financial Services
Employees: 3
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Addison

About RoundTable Associates

Round Table Associates provides comprehensive, personalized wealth management and financial planning solutions for those looking to secure future prosperity through artful investment strategy.

RoundTable Associates Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

RoundTable Associates Org Chart

Sample employees and titles

Name	Title	Location	Contact
Roland Pollard	Financial Advisor - Roundtable Associates Director of Business Development	Frisco, Texas, United States	View
Chris Cruz Clu Cfp®	Managing Director at Northwestern Mutual Addison Allen Waco - Wealth Management Advisor at Roundtable Associates	Dallas-fort Worth Metroplex, United States	Email
Emily Taylor	Client Experience Manager		View