Rubin Wealth Advisors

  • Financial Services
  • Boca Raton FL
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
1200 N FEDERAL HWY SUITE 200, Boca Raton FL
Website
bit.ly/m/RWA
Phone
(561) 288-1111
Employees
9
Founded in
1989
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Who is Rubin Wealth Advisors

Rubin Wealth Advisors is a financial advisory firm located in Boca Raton, Florida. The firm employs 9 people and generates annual revenue of $2 million. Rubin Wealth Advisors specializes in providing personalized financial, retirement, and estate planning services to help clients achieve financial success and enhance their quality of life. Their team of politically conservative financial advisors offers a comprehensive range of services tailored to meet individual needs. These include estate planning, insurance planning, asset structuring, investment planning, wealth transfer, business continuation, and tax minimization strategies. Rubin Wealth Advisors emphasizes building strong, long-lasting relationships with their clients based on trust, transparency, and a genuine commitment to helping them make informed financial decisions. The firm's core philosophy revolves around "Quality FOR Life ©," a program designed to empower clients to make the most of their financial resources and achieve their life goals. They strive to deliver impactful and meaningful results while maintaining a friendly and accommodating approach. Clients interested in learning more about Rubin Wealth Advisors and their services can visit their website at bit.ly/m/RWA.

Rubin Wealth Advisors Industry Tags

Financial Advisement
Wealth Management
Life Insurance
Investments
Business Succession Planning
Disability Insurance
Long-Term Care Insurance
The Optimized Portfolio Systems (TOPSâ„¢)
Financial Advisor
Investment Management
Financial Adviser
Retirement benefits
401(k)s
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Rubin Wealth Advisors Tech Stack

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FAQ

What is the location of Rubin Wealth Advisors's headquarters?
The headquarters of Rubin Wealth Advisors are situated at 1200 N FEDERAL HWY SUITE 200, Boca Raton FL
What is Rubin Wealth Advisors's phone number?
Rubin Wealth Advisors's contact number is (561) 288-1111.
What is Rubin Wealth Advisors's official website?
The official website of Rubin Wealth Advisors can be found at bit.ly/m/RWA.
What is Rubin Wealth Advisors's current revenue?
As of November 2019, Rubin Wealth Advisors's annual revenue reached $2B.
How many employees does Rubin Wealth Advisors currently have?
Rubin Wealth Advisors employs approximately 9+ people as of November 2019
Which industries is Rubin Wealth Advisors primarily operating in?
Rubin Wealth Advisors operates in the following industries: Finance, Credit
What are Rubin Wealth Advisors's industry tags?
Rubin Wealth Advisors's industry tags include: Financial Advisement, Wealth Management, Life Insurance
When was Rubin Wealth Advisors founded?
Rubin Wealth Advisors was founded in 1989.

Employee Directory

Key Employees

Brett Rubin

Principal Owner

Phone Email

Carolina Gonzalez

Director of Operations

Phone Email