Very straight forward, honest, and always ready to help. They provide you with ALL the data you need to make an intelligent decision
September 2019
Sam and his entire team are great people. Their office is warm and comfortable, as are their personalities. I've not known a more proficient group of people in this entire financial industry, anywhere. I'd give them six stars but Google won't let me.
September 2019
The team at Rubino and Liang are top notch. Sam, John, and Ryan are absolutely wonderful people. I had the pleasure of working with them at my previous company and they were always professional and treated everyone they encountered with respect. It is no wonder why they are successful at what they do.
Full service retirement planning firm working with clients on a team approach. Helping them to and through retirement with wealth management, income planning, risk management, tax reduction strategies, nursing home planning and estate planning.