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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 Advantax Wealth Management, Member: SIPC, Advisory Services offered through Advantax Wealth Management, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038,  972-870-6000


Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRASIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Locally owned and operated

investment & Insurance planning

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Our CARRIER Partners

  • Allrisks
  • American Modern
  • Berkshire Hathaway Guard
  • Chubb
  • Foremost
  • Hagerty
  • Hiscox
  • Lancer
  • Metlife
  • Progressive
  • Safeco
  • State Auto
  • Travelers
  • UPC