AboutRuttenberg & Co.
We are third generation financial professionals that combined, have over 23 years of experience from multiple corners of the industry.
In order to plan for something better, we need to know where things stand now. Step 1 is to create your Statement of Financial Position.
Now that we know what you have, let’s make sure it’s safe. Step 2 is to ensure the safety of your assets, income and family.
Finally, we build your Goal Plan with your goals top of mind. Step 3 is to put it all together providing detailed implementation steps.
Live Today And Plan For Tomorrow
Retirement is a phase of life, not a financial goal.
Our mission is to change this narrative and bring more depth to the question, “What are your goals?”
And we don’t just mean retirement. We want you to focus on every phase of life, develop a goal, and develop a plan for that goal. Afterall, if you dont have a plan for your goals, they are nothing but dreams.
Plan for Tomorrow
The Ruttenberg Brothers
Third Generation Financial Advisors
BRad Ruttenberg CFP®, CTFA
Brad started his career working in Trust and Estate Administration in the banking arena.
Matt built his practice from the ground up as an independent Financial Advisor early on in his career.
Why We Do, What We Do
Get In Touch
5237 Summerlin Commons Blvd. Suite #341 Fort Myers, FL 33907
This communication is strictly intended for individuals residing in the states of Florida, Michigan, Nevada, New York, Ohio, and South Carolina. No offers may be made or accepted from any resident outside the specific states referenced.
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ruttenberg & Company are not affiliated.