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Rubin Wealth Advisors
1200 North Federal Highway, Boca Raton, Florida, United States
About the Rubin Wealth Advisors
Rubin Wealth Advisors is a premier financial institution located at 1200 North Federal Highway in Boca Raton, Florida, United States. With a team of experienced and knowledgeable financial advisors, Rubin Wealth Advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rubin Wealth Advisors offers tailored solutions to meet your needs. Trust in Rubin Wealth Advisors to guide you towards a secure financial future.
Photos of Rubin Wealth Advisors
1200 N Federal Hwy #200, Boca Raton, FL 33432, United States
Opening hours of Rubin Wealth Advisors
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Rubin Wealth Advisors
"Rubin Wealth Advisors has been managing my companies 401K plan for five years. As the business owner, I rely on Bob and the RWA team to create high-quality 401K plans for my employees. I value the fact that Bob operates the 401K business through the optics of his wealth management practice, which focuses on maximizing owner return without sacrificing any benefits for my employees. Here at ALL-TAG, our 401K plan is used as a compensation instrument to recruit, retain, and reward our staff. That said, Bob’s ability to explain and simplify our 401K plan to the employees has directly impacted increased employee participation and contributions."
"I am a business owner and I've worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations."
"I have been working with Rubin Wealth Advisors now going on 4 years. Started out as an employer provided service and I have since moved all my retirement plans to the firm. The performance has been beyond my expectations and truly feel comfortable with the path I am on now. Would recommend them without reservations."
"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."
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