Everything Very knowledgeable and very professional. A pleasure to do business with.
Rubin Andrew D
Closed
(1)
40 Monument Rd
Bala Cynwyd, PA 19004
Rubin-Goldman & Associates, established in 1997, provides comprehensive financial advice through a team-based multidisciplinary approach. Their goal is to serve affluent families by addressing complex financial needs, including estate planning, business succession, and wealth management.
The firm emphasizes a collaborative method that integrates various financial professionals to guide clients in navigating issues related to liquidity, taxation, and long-term financial goals. This tailored service allows families to create thoughtful strategies that protect and transfer wealth across generations.
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