portrait of Joshua S Roundy
FINANCIAL ADVISOR

Joshua S Roundy

CFP®, AAMS™
916 Main St, Evanston, WY 82930opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Sports Enthusiast
  • Personal Fitness
  • Reading
  • Traveling

Team Members

  • Amanda Shea
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(307) 288-5346

Fax

(833) 664-3200

Office Address

916 Main St
Evanston, WY 82930opens in a new window

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