Ameriprise Financial, 200 N Main St, East Longmeadow, MA 01028, US

HistoryCary Rubman, Founder and Owner of InnoVest Financial Services, graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and obtained the Certified Public Accountant designation. In 1985 he limited his accounting practice to individual tax preparation and joined H.D. Vest Investment Services SM to concentrate on the financial planning needs of his clients.SpecialtiesInnoVest Financial Services offers people in our community a full range of financial products and services. Our associates believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. The firm has served the community over the last four decades, assisting clients and serving every aspect of their financial lives. The firm is renowned for its straight forward approach and personal touch. The staff, consisting of Certified Financial Planners, Certified Public Accountants, Enrolled Agents and other experienced team members, courteously and professionally offer clients a host of services specially suited to individual needs. We strive to know you, your priorities, your goals and your aspirations so we can create a comprehensive plan designed to address what's important in your life.

Jim Shuttleworth - Thrivent

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