top of page

Materetsky Financial Group offers full service financial planning advice that seeks to answer all of your questions and provide you with a clear, step-by-step approach. We will analyze your current situation and through the five tenets of Financial Planning, help you reach your goals.

Protection Planning

What event could involuntarily cause a financial catastrophe?

Signing a Contract
Signing a Contract

Retirement Planning

Analysis of your income needs now and in the future.

Luxury Beach House
Luxury Beach House

Tax Planning

Review of your current and prior tax returns.

Filling Out Tax Form
Filling Out Tax Form

Estate Planning

Analysis of your current estate plan and concerns.

Couple Sitting with Financial Advisor
Couple Sitting with Financial Advisor

Investment Planning

Reviewing your investments and designing a personalized portfolio.

Business Meeting
Business Meeting

5 Key Areas Of
Financial Planning

Investment Plan

Investment Planning

​

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Continual monitoring of your investments

  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio

  • Quarterly Statements

  • Independent Advice

  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s

  • Aggregation of all your accounts to simplify and reduce paperwork

 

We have knowledgeable Financial Advisors that will help in:

  • Money Management

  • Retirement Plans

  • 401(k) Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Estate Plans

  • Tax Plans

  • College Plans

  • 403(b) Plans

 

Brief overview of the types of investments we offer:

  • Mutual Funds

  • Common Stock

  • Treasury Bills

  • Treasury Notes

  • Bonds

  • Government Securities

  • Fixed and Variable Annuities

  • Full Service Brokerage Accounts

  • Insured & Non-Insured Defined Benefit Plans

I Need Help In This Area!

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, one of Materetsky’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

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

​

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

bottom of page