Connecticut investment services coverage

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Investment Services offered by innovest financial

  • Financial Planning
  • Tax Preparation
  • Investment Advisory Services
  • Mutual Funds, Stocks, Bonds
  • Life Insurance Strategies
  • Annuities, 401(k), IRA's

 

Providing Full Service Professional Investment Services 

 

InnoVest Financial Services offers people in our community a full range of financial products and services. Our associates believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.

 

InnoVest Financial Services has served the community over the last four decades, assisting clients and serving every aspect of their financial lives.  InnoVest Financial is renowned for its straight forward approach and personal touch. The staff, consisting of Certified Financial Planners, Certified Public Accountants, Enrolled Agents and other experienced team members, courteously and professionally offer clients a host of services specially suited to individual needs. At InnoVest Financial Services, we strive to know you, your priorities, your goals and your aspirations so we can create a comprehensive plan designed to address what’s important in your life.

Jay Rubman is a registered representative registered to transact business with clients in CT & MA. He is advisory licensed in the following states CT, MA..  Jay Rubman is also an insurance agent licensed in CT, MA.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.  Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038,  972-870-6000

 

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