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      Details

      Helping You Create, Grow, Protect, Enjoy And Transfer Wealth

      General Info

      Harry Rubins, Branch Manager and Financial Consultant Harry Rubins is an independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has over 25 years experience providing investment management and financial consultation, Rubins Financial Strategies helps you lay the foundation for a more financially secure future. Harry is continually updated on the latest tax law and IRS ruling changes, key elements he implements in his planning strategies. Our model of personalized, client centered service encourages clients to choose how to access our expertise, whether in an hourly fee based consultation or forming an ongoing relationship. Because we encourage long-term relationships with our clients, Harry Rubins, Financial Consultant For over 25 years, Harry Rubins has paired his expertise, education and enthusiasm with effective strategies to help clients meet their financial goals and lifestyle dreams. Mr. Rubins is a member of Ed Slott s Master Elite IRA Advisor Group, an organization of experts representing the top tier of financial advisors in the country. Mr. Rubins teaches and coaches his clients, sharing his learning and translating complex tax, estate and financial planning issues into understandable, useful strategies. Business 401K Plans

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phones:

      Main - 707-542-9449

      Fax - 707-542-9450

      Call Toll Free - 800-675-6171

      Address:
      320 10th St Ste 304 Santa Rosa, CA 95401
      Email:

      Other Email:

      Link:

      http://rubins401k.com

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      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Pension & Profit Sharing Plans, Retirement Planning Services
      Services / Products
      Set up, Fund, and Manage Retirement Plans Evaluate, recommend, and manage a broad range of investments Financial and Life Transitions - Inheritance - Death of Spouse - Divorce - Job Changes - Retirement Multi-Generational Planning using 401(k)s, IRAs, and Roth-IRAs - Lifetime and inherited taxable distributions - Beneficiary planning and strategies Tax Planning - Keep more of your earnings and investments Risk Management Creative insurance strategies: life, medical, disability income, executive benefits, and long term care Estate Planning - Transfer personal and business wealth - Avoid mistakes with inherited IRAs to achieve maximum tax deferral
      Payment Options
      amex, debit, discover, master card, visa
      Neighborhood
      St. Rose
      Accreditation

      Member ED SLOTTS MASTER ELITE IRA ADVISOR GROUP

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