Our Services

The Rubino Financial Group provides assistance and expertise in the following areas:  

Retirement Plans

  • Managed Accounts
  • 401(k)
  • 403(b)
  • Pension Rollovers
  • Simple IRA
  • Profit Sharing Plan
  • Traditional IRAs
  • Roth - IRAs

College Funding/Beneficiary Investments

  • 529 Plans
  • UGMA (Uniform Gift to Minors Act)
  • UTMA (Uniform Transers to Minors Act)

Investments

  • Certificates of Deposit Common Stock
  • Convertible Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Full Service Brokerage Accounts
  • Government Securities
  • Treasury Securities
  • Mutual Funds

Annuities

  • Fixed
  • Variable

Insurance

  • Disability Income
  • Health
  • Term Life
  • Variable Life
  • Long Term Care

Alternative Investments

  • Real Estate
  • Leasing
  • Energy - Oil, Gas, Coal
  • Precious Metals - Gold, Platinum, Silver

Planning

    * Estate Planning
    * Financial Planning
    * General Tax Strategies
    * College Funding
    * Retirement Planning
    * Business Planning
    * Asset Allocation Strategies
    * Tactical Asset Allocation Strategies
    * Key Man Planning
    * Executive Benefit Planning
    * Wealth Accumulation Strategies
    * Planning from a NET Perspective