Steven Rubin

Naples Daily Money Manager LLC

 

Member profile details

 

Contact Details

First name
Steven
Last name
Rubin
Badge Name
Steven Rubin
Company
Naples Daily Money Manager LLC
Profile Photo
 

Organization Details

Establishment Date
02/17/2021
Services Provided
  • Bill payment services for individuals and families
  • Bill payment services for small businesses
  • Budgeting
  • Debt reduction
  • Financial coaching or counseling
  • Financial fraud issues
  • Financial record management
  • Medical billing issues
  • Negotiating with creditors
Accepting new clients?
No, not accepting new clients
Specialty
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • Military Personnel and Veterans
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • Small Business Owners
Remote Service
Yes, works remotely
Biographical Information
With over 30 years of success within the world of finance, Steven always knows how to handle tough situations. Steven has worked in companies ranging from small to large, holding titles such as CFO and COO. Additionally, Steven has started and operated several of his own businesses. With a wide scale of skills, Steven has a keen eye for detail with numbers which makes him exceptional in his work. From record keeping and managing bank and vendor relationships to negotiating sales and creating financial forecasts and more, Steven can do it all. Steven has great and proven success in getting people back on track financially and being there for his clients when things get tricky or hard.
 

Main Office

Office 1: Address
264 Perignon Pl, Naples, FL 34119
Office 1: City
Naples
Office 1: State
Florida
Office 1: Zip
34119
Office 1: Phone
239-300-7177
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