RubinGoldman is a financial services firm specializing in business and estate planning, financial planning for individuals and asset management. Focusing on a consultative approach, the advisors of RubinGoldman and Associates seek to help clients find appropriate solutions to known and yet undiscovered challenges in their financial affairs. Utilizing an educational approach and bottom line conclusions, RGA empowers their clients for success. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of AXA Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.] AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC
View Top Employees from RubinGoldman and AssociatesWebsite | http://rubgold.com |
Revenue | $4 million |
Employees | 15 (11 on RocketReach) |
Founded | 1997 |
Address | 40 Monument Road Suite 107, Bala Cynwyd, Pennsylvania 19004, US |
Phone | (610) 660-4444 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Bay Harbor Wealth Management, Bayntree Wealth Advisors, Constant Guidance Financial, Gordian Wealth Advisors, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The RubinGoldman and Associates annual revenue was $4 million in 2024.
11 people are employed at RubinGoldman and Associates.
RubinGoldman and Associates is based in Bala Cynwyd, Pennsylvania.
The NAICS codes for RubinGoldman and Associates are [5239, 523, 52393, 52].
The SIC codes for RubinGoldman and Associates are [628, 62].