Executive Summary

In 1997, after more than 20 years of friendly competition, Andy Rubin and Andy Goldman joined forces to create RubinGoldman and Associates, a partnership focusing on estate planning and insurance. RubinGoldman and Associates offers depth across a broad spectrum of financial issues affecting individuals, families and business - wealth preservation, asset protection and transfers, business benefits and succession planning.

RubinGoldman and Associates serves an elite group of clients, accustomed to an exceptional level of service and skill, who demand targeted intelligent and creative strategies in response to financial issues.

Our professionals understand the complexities of wealth and utilize a proactive business approach that focuses on the needs of each client. To best address client goals, insightful practical solutions are implemented; each task is performed with precision and care. RubinGoldman and Associates communicate complex issues clearly and provide the professional guidance their clients value.

 

At RubinGoldman and Associates, protecting wealth across generations is our mission; excellence is our commitment.

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RubinGoldman and Associates
40 Monument Road
Bala Cynwyd, PA 19004
Phone 610-660-4444
Fax 610-660-4017
info@rubgold.com

The information in this website is not intended to constitute an offer to sell or a solicitation in connection with any product, security or service. The information in this website is not intended to provide tips, legal, tax, or investment advice.

Financial professionals from RubinGoldman and Associates offer securities through AXA Advisors, LLC, 40 Monument Road, Bala Cynwyd, PA 19004, (610) 660-4500(member SIPC) and offer annuity and insurance products through an insurance brokerage, AXA Network, LLC and/or its subsidiaries.

AXA Advisors and AXA Network are affiliated companies. RubinGoldman and Associates is not affiliated with AXA Advisors or AXA Network. Financial professionals from RubinGoldman and Associates may transact business only in states where properly qualified and may not provide individualized responses to inquires in any state where not qualified.

Concerning the testimonials on this website:

 

 · Individual testimonials may not be representative of the experience of other clients
· Testimonials are not a guarantee of future performance or success
· Testimonials do not refer to individual investment advice that may have been given to clients
   
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