Cary Rubman

Cary Rubman

Founder at InnoVest Financial Services LLC

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Location:
268 Hazard Avenue, Enfield, Connecticut, United States
HQ Phone:
(860) 745-6448

General Information

Experience

H.D. Vest Investment Services SM

Education

American International College

Recent News  

Cary Rubman
Cary Rubman, CPA, CFP® Founder & Advisor (860) 745-6448 cary@innfin.com Cary graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and... Cary Rubman is a registered representative registered to transact business with clients in AZ, CA, CT, FL, GA, IL, IN, MA, ME, MS, NC, NH, NJ, NM, NY, PA, RI, SC, VA, VT. Cary Rubman is advisory licensed in the following states CT, MA, NH, NJ, NY, RI, WA. Cary Rubman is also an insurance agent licensed in MA, CT, ME, NJ.

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Cary Rubman, CPA, CFP® - Founder & Financial Advisor
Cary graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and obtained the Certified Public Accountant designation. In 1985 he limited his accounting practice to individual tax preparation and joined H.D. Vest Investment Services SM to concentrate on the financial planning needs of his clients. He went on to earn the designations of Certified Financial Planner, IRS Enrolled Agent, Certified Senior Advisor, and Investment Advisor Representative. Cary is responsible for the management of portfolio investments, the design of estate and tax planning strategies, and the implementation of strategic tax and financial plans. Cary, and his wife Jean, were married the day after they graduated from college in 1969 and they reside in Longmeadow, MA. Email Cary at Cary@InnFin.com Derek is responsible and assists Cary with the research and management of portfolio investments, the design of retirement and tax planning strategies, and all aspects of financial plans. Cary Rubman, Derek Meade, Shannon Hotchkiss, and Jay Rubman are registered representatives of and securities are offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D.Vest AdvisoryServicesSM, . Cary Rubman is a registered representative registered to transact business with clients in AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, VT, WI Cary Rubman is advisory licensed in the following states CT, MA, MD, NH, NJ, NY, OH, RI, WA, WI. Cary Rubman is also an insurance agent licensed in MA, CT, ME, NJ.

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Cary Rubman, CPA, CFP® - Founder & Financial Advisor
Cary graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and obtained the Certified Public Accountant designation. In 1985 he limited his accounting practice to individual tax preparation and joined H.D. Vest Investment Services SM to concentrate on the financial planning needs of his clients. He went on to earn the designations of Certified Financial Planner, IRS Enrolled Agent, Certified Senior Advisor, and Investment Advisor Representative. Cary is responsible for the management of portfolio investments, the design of estate and tax planning strategies, and the implementation of strategic tax and financial plans. Cary, and his wife Jean, were married the day after they graduated from college in 1969 and they reside in Longmeadow, MA. Email Cary at Cary@InnFin.com Derek is responsible and assists Cary with the research and management of portfolio investments, the design of retirement and tax planning strategies, and all aspects of financial plans. Cary Rubman, Derek Meade, Shannon Hotchkiss, and Jay Rubman are registered representatives of and securities are offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D.Vest AdvisoryServicesSM, Non-bank subsidiaries of Wells Fargo & Company. Cary Rubman is a registered representative registered to transact business with clients in AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, VT, WI Cary Rubman is advisory licensed in the following states CT, MA, MD, NH, NJ, NY, OH, RI, WA, WI. Cary Rubman is also an insurance agent licensed in MA, CT, ME, NJ.

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