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Gary Haft

Gary@GaryHaft.com

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Phone: 561-735-9227

Fax: 561-735-9815

 

2240 Woolbright Road Suite 354
Boynton Beach FL 33426

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Gary Haft, CEP

Gary Haft began his career in the Insurance Business in Florida in 1980 and specializes in working with Retirees. He specializes in Long Term Care Planning and Solutions and works with clients on helping them choose the right insurance plans to meet their needs.

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Gary is a member of the National Assn of Insurance & Financial Advisors (NAIFA) along with the Florida Assn of Insurance & Financial Advisors (NAIFA-Florida), and is a Past President of the local, NAIFA-Broward Association of Insurance and Financial Advisors since 1991.

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In early 2003, Gary joined Howard and Ira Materetsky CFP® to improve the resources available to him in his practice of Retirement Management.

Gary holds life and health insurance licenses. His designations include Certified Estate Planner (CEP) and is a member of the American Academy of Certified Estate Planners (AACEP), the American Association for Long Term Care Insurance (AALTCi), and the American Association for Medicare Supplement Insurance (AAMSI).

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Gary has been a South Florida resident since 1973 and currently lives in Coral Springs with his wife Mindy. Their son Jason is a graduate of New York University in December 2010 and currently resides in New York City and is a Company Manager of a Broadway show.

Insurance Advisor

Materetsky Financial Group


2240 Woolbright Road Suite 354
Boynton Beach FL 33426

Phone: 561-735-9227
Fax: 561-735-9815
Email: info@materetsky.com

Materetsky Financial Group

 

1451 W. Cypress Creek Rd, Ste. 300
Fort Lauderdale, FL 33309

Phone: 561-735-9227
Fax: 561-735-9815
*Location By Appointment Only*

Materetsky Financial Group

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200 Broadhollow Rd, Ste. 207
Melville, NY 11747

Phone: 516-227-1111
Fax: 516-227-1144
Email: help@materetsky.com

Advisory Services offered through Materetsky Financial Group Inc., a Registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services and Materetsky Financial Group Inc. are unaffiliated entities. All insurance products are offered through unaffiliated insurance companies. 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.
 
Materetsky Financial Group advisors are registered as representatives of Private Client Services in the following states: CA, CO, CT, FL, GA, IA, MD, ME, NV, NH, NJ, NY, NC, PA, SC, and VA. No offers of commission-based securities products may be made or accepted from any resident outside the specific states referenced.
 

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Materetsky does not serve as an attorney, accountant, or insurance agent. Materetsky does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, Materetsky’s affiliate, MFG Tax Preparation, Inc.. can provide tax preparation services or one of Materetsky’srepresentatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services, each per the terms and conditions of a separate engagement and fee,  as each is described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site). Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Materetsky) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. 

 

© 2022 Materetsky Financial Group, Inc. All rights reserved.

Important Consumer Information:


A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion

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