Rubin Wealth Advisors

Robert is the best he handle’s all accounts as if it was his own money he is always available to speak with!

Rubin Wealth Advisors is a great service that has helped me get an early start on planning for the future in the first year of my career out of college. I feel like because of the work they do I’m on a great path towards having a large amount of savings at a young age.

Bob Rubin and the Rubin Wealth Advisors team were recommended to me by a fellow entrepreneur (they manage his company’s 401(k) plan) and I couldn’t be happier with their level of service and attention to detail. Bob is extremely knowledge and thoroughly explains my options so I can make an informed decision with confidence. If you’re looking for a quality firm with the highest integrity, I recommend Bob and Rubin Wealth Advisors without hesitation.

If you have zero time but want a one-stop shop for all things financial, I highly recommend Rubin Wealth Advisors. As a super busy business owner, I really didn’t want to take the time to switch financial advisors but the value that I received within the first call with Bob far exceed any value I received prior to him.
Not only did Bob align my husband and me on our risk tolerance, he also provided us with a strong long-term financial plan. We also get weekly emails on the progress of our portfolio. He treated us like family by going over and beyond by working with our estate attorney.
Finally, they also provided great life, disability insurance choices. Bob is truly the Ritz Carlton of financial advisors. If you like that sort of thing, you might want to give him a call to see if he’s still available.