Jessi Rubenstein, Financial Advisor located in Monroe, NC

Financial Advisor
Jessi Rubenstein

107 E Jefferson St Ste C, Monroe, NC 28112opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Sustainable Investing
  • Estate & Legacy Strategies
  • College Savings
  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies

Personal Interests

  • Board Games
  • Community Outreach
  • Crafts
  • Walking
  • Traveling

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 246-5211

Fax

(877) 222-9219

Office Address

107 E Jefferson St Ste C
Monroe, NC 28112opens in a new window

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