Since 1987, our focus has been on Estate Planning and Gift Tax Planning, and the use of Life Insurance to Pay Estate Tax. Our services are geared towards married couples with a net worth exceeding $10,000,000, and non-married persons with a net worth exceeding $5,000,000. We do not manage money, take custody of funds, or act in any fiduciary capacity. We concentrate on one thing; Wealth Transfer. We are serious people addressing serious problems.

HoursOPEN NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm

Contact Info

Phone:

Main - 561-998-3180

Extra - 561-981-6243

Address:

2385 NW Executive Center Dr Boca Raton, FL 33431

Link:

http://www.ebsresponsiblewealth.com

Categories

Tax Return Preparation, Financial Planning Consultants, Financial Services, Insurance, Tax Reporting Service, Taxes-Consultants & Representatives

Neighborhood

Southwest Boca Raton

Associations

Professional Advisory Board of a well known charity and on the Advisory Board of a nationally prominent life insurance company (ING Security Life of Denver). Member of the Greater Boca Raton Estate Planning Council

Suggest an Edit

Are you the business owner?Claim This Business

Rubin & Associates CPA Firm

2080 Nw 2nd Ave Ste 2, Boca Raton, FL 33431

Data provided by one or more of the following: Thryv, Data Axle, Yext.

What'sNearby^TM

EBS Responsible Wealth

Nowlen Holt & Miner PA

Michael C. Becker & Co., CPAs

Photos and Videos

General Info

Contact Info

Reviews

Rubin & Associates CPA Firm