Request a Second Opinion
Is your investment plan on track? Find out with our complimentary, confidential second opinion service. Our goal is to explore your wealth goals – evaluate where you are now, discuss where you would like to go and identify any gaps in your existing investment plan that need to be addressed.
How It Works
The second opinion process begins with scheduling a complimentary discovery meeting with Rudin & Rubin Financial Group of Wells Fargo Advisors. We discuss your personal and financial goals so that we can determine the best course of action for your individual needs.
At Your Meeting
We invite you to come to our office for an in-person meeting where we’ll discuss your goals and objectives and we’ll review your current plan or investment strategy to see if there are any glaring omissions or blind spots.
During our meeting we’ll explain our approach to wealth management and we’ll listen to your feedback and concerns.
At the conclusion of the meeting, we’ll provide you with:
- Some suggestions to improve your current plan
- A short list of any items that may need to be addressed or that require more research or information
- A clear understanding of how we believe Rudin & Rubin Financial Group of Wells Fargo Advisors is different from other advisors and how working with us may benefit you
After the meeting concludes, we give you the time you need to review our suggestions and feedback. We follow up with you in a few days to see if you have any additional questions.
We invite you to schedule your second opinion meeting with Rudin & Rubin Financial Group of Wells Fargo Advisors today.