Rubin Andrew D

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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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Reviews

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5.01 reviews
Roberta S.
8/4/2025

Everything Very knowledgeable and very professional. A pleasure to do business with.

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