Joseph Roubik

Joseph Roubik Email and Phone Number

Tax Specialist and Franchise Owner @ Focused Tax Solutions LLC
Milwaukee, WI, US
Joseph Roubik's Location
Milwaukee, Wisconsin, United States, United States
Joseph Roubik's Contact Details

Joseph Roubik personal email

n/a
About Joseph Roubik

Experienced Independent Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Tax Preparation, Tax Planning, Strategic Planning, Life Insurance, and Securities.Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

Joseph Roubik's Current Company Details
Focused Tax Solutions LLC

Focused Tax Solutions Llc

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Tax Specialist and Franchise Owner
Milwaukee, WI, US
Website:
focusedtaxsolutions.com
Employees:
11
Joseph Roubik Work Experience Details
  • Focused Tax Solutions Llc
    Tax Specialist And Franchise Owner
    Focused Tax Solutions Llc
    Milwaukee, Wi, Us
    View
  • Moneywise Planning Group Llc
    Independent Financial Advisor
    Moneywise Planning Group Llc Oct 2017 - Present
    Greenfield, Wi
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS)Member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
  • Moneywise Planning Group Llc
    Independent Financial Advisor At Woodbury Financial Services, Inc
    Moneywise Planning Group Llc Oct 2017 - Present
    Hales Corners, Wi
  • Moneywise Planning Group Llc
    Independent Financial Advisor At Woodbury Financial Services, Inc.
    Moneywise Planning Group Llc Oct 2017 - Jul 2022
    Hales Corners, Wi
  • Moneywise Planning Group Llc
    Independent Financial Advisor Of Sii Investments, Inc.
    Moneywise Planning Group Llc Aug 2013 - Oct 2017
    Hales Corners, Wi
  • To Be Announced !!!
    Independent Financial Advisor
    To Be Announced !!! Oct 2017 - Present
    View
  • Focused Tax Solutions Llc
    Tax Specialist/Franchise Owner
    Focused Tax Solutions Llc Jan 2016 - Present
    5307 S 92Nd St., Ste. 127, Hales Corners, Wi 53130
    Tax Preparation, Tax Planning, and more.
  • Big Brothers/Big Sisters Of Metropolitan Milwaukee
    Case Manager
    Big Brothers/Big Sisters Of Metropolitan Milwaukee Feb 1990 - Jun 1994

Joseph Roubik Skills

Tax Preparation Tax Planning Financial Services Investments Securities Management Strategic Planning Finance Tax Services Mutual Funds Annuities Life Insurance Disability Insurance Estate Planning Stocks

Joseph Roubik Education Details

Frequently Asked Questions about Joseph Roubik

What company does Joseph Roubik work for?

Joseph Roubik works for Focused Tax Solutions Llc

What is Joseph Roubik's role at the current company?

Joseph Roubik's current role is Tax Specialist and Franchise Owner.

What is Joseph Roubik's email address?

Joseph Roubik's email address is ro****@****ech.net

What is Joseph Roubik's direct phone number?

Joseph Roubik's direct phone number is +141442*****

What schools did Joseph Roubik attend?

Joseph Roubik attended Cardinal Stritch University, Marquette University.

What skills is Joseph Roubik known for?

Joseph Roubik has skills like Tax Preparation, Tax Planning, Financial Services, Investments, Securities, Management, Strategic Planning, Finance, Tax Services, Mutual Funds, Annuities, Life Insurance.

Who are Joseph Roubik's colleagues?

Joseph Roubik's colleagues are Wade Comerford, Ea, David Leverenz, Thomas Kane, Olivia Zyzo, Timothy Buege, Rob Zyzo, Jennifer Zyzo.

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