Ruby Legacy Financial and Insurance Solutions is a trusted financial firm located in Oakland, CA, with over 20 years of experience serving hardworking business owners and families in the East Bay. They specialize in helping clients minimize their tax burden, protect their income, and invest wisely to ensure their resources grow over time.
With a personalized approach, Ruby Legacy Financial and Insurance Solutions works closely with each client to understand their unique goals and risk tolerance, providing tailored financial solutions that meet their specific needs. Whether it's 401(k) rollovers, life-long financial strategies, or comprehensive financial planning, their meticulous process ensures that clients receive the guidance and support they need to create a strong financial foundation for their families and leave a lasting legacy.
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