Welcome to Materetsky Financial Group's virtual office.
Materetsky Financial Group has been a family owned and operated financial services firm spanning over five decades. We strive to meet your planning needs with our two conveniently located east coast offices.
Our Firm was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients we strive to help create financial stability and confidence to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making our client's dreams a reality.
Please take the time to browse our virtual office and review all of our "Gold Medal Services" we offer.
Thank you for visiting Materetsky Financial Group!
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Complimentary "Financial Check-Up"
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If you are currently a Materetsky Financial Group client, and would like to schedule an appointment, please call our office.
"Wealth is the absence of financial worry, an income you dont outlive, and a meaningful legacy to those whom you love"
–Nick Murray-
At Materetsky Financial Group, clients come first!
Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listeing to you and discussing your lifestyles, goals, wishes, dreams and family situations.
We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
What does a family-owned financial services firm provide that you can't get elsewhere?
Family Care. We can abou the things you care about...it takes a family to care for a family. We replace our clients' uncertainty with the confidence they need to live life to the fullest. It's what we do- From Our Family to Yours.
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At Materetsky Financial Group, we take our responsibilities to our clients very seriously. In addition to providing investment direction and advice, we also offer newsletters and reports that help keep our clients continuously informed on issues that affect them.
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Materetsky Financial Group
2240 Woolbright Road Suite 354
Boynton Beach FL 33426
Phone: 561-735-9227
Fax: 561-735-9815
Email: help@materetsky.com
Materetsky Financial Group
6800 Jericho Turnpike Suite 120W
Syosset NY 11791
Phone: 516-227-1111
Fax: 516-227-1144
Email: help@materetsky.com
Howard Materetsky, Ira S. Materetsky CFP®, Matt Welsh and Mark Furman offer advisory products and services through Materetsky Financial Group, a registered investment advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Materetsky Financial Group is not affiliated with Private Client Services. Tom Gau offers advisory products and services through Materetsky Financial Group, a registered investment advisor.
Materetsky Financial Group advisors are registered as representatives of Private Client Services in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, WA, WI, WV, and WY. No offers of commission-based securities products may be made or accepted from any resident outside the specific states referenced.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Tom Gau has been featured as one of the top 100 independent financial advisors in Barron’s in 2008, 2009, 2010, 2011, and 2013. The Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Barron’s uses a deeply researched, quantitative and qualitative approach to identify the top 100 independent financial advisors, which represents 2.5%. Factors included in the rankings are a minimum of 7 years in the business, client retention, assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by client’s risk tolerance than by an advisor's investment-picking abilities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser. Barron’s does not receive any compensation from this advisor in exchange for ratings. For more information on these ratings, please contact the financial advisor or www.barrons.com.
