Robert H. Junge, CFP® 

CONNECT

Address:

89B Main St,
Lebanon, NJ 08833

Phone:

908-437-0126

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Round Valley Financial, we can help you execute a sound financial program utilizing the following products and services:


Riskalyze

At Round Valley Financial, we use Riskalyze to help you choose a portfolio that's right for you. Riskalyze CEO Aaron Klein said this about the technology:

“We invented something a bit different called the Risk Number, which is the only quantitative and objective approach to aligning how much risk a client can handle, with how much risk they actually have in their portfolio... Emotional reactions to risk drive poor short-term decisions that blow up long-term financial goals.”


 

Investments

 

 

Bonds

Common Stock

Educational IRA

Brokerage Accounts

 

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

 

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

 

Financial Planning

 

 

401 (k) Planning

403 (b) Planning

College Plans

 

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

 

Retirement Plans

Tax Plans

 

Insurance

 

 

Disability Income Insurance

 

Life Insurance

 

Long Term Care Insurance