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Mark Furman

Mark@Materetsky.com

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Phone: 516-227-1111

Fax: 516-227-1144

 

6800 Jericho Turnpike Suite 120W
Syosset NY 11791

Mark Furman, RFC

Mark Furman started in the financial services business in the late 1980`s.

With his background in economics and finance he developed a specialization in investment and risk planning for seniors and is a specialist in the area of distribution planning and long term care planning.

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Concentrating his practice in the area of Retirement Management, which is the financial and non-financial concerns of retirees, he is an industry educator, and among others has taught continuing education to major accounting firms such as Albrecht, Viggiano and Zureck, CPA®`S, LLP on Long Island and Lazar, Levine & Co. LLP in New York City. He has also lectured to the elder law chapters of the Nassau and Suffolk County Bar Associations on the subject of Long Term Care Planning and Medicaid planning. In 2000 Mark joined Howard and Ira Materetsky CFP® and merged his investment planning practice to increase the resources available to him in his practice of Retirement Management.

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Mark is a Registered Financial Consultant and holds appropriate securities registrations and insurance licenses. He is a member of the Financial Planning Association, the Financial Services Institute, and International Association of Registered Financial Consultants.

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As a hobby, Mark is also an NCAA Softball Umpire for the AAC and East Coast Conference, and also for the NYSPHSAA for Nassau County High Schools as well as ASA and USSSA Travel Ball.

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Mark currently resides on Long Island with his wife Sheryl. They have two adult children, Melissa, an Elementary School Teacher, and Michael, an ASE Certified Auto Technician. Mark has 2 Grandchildren, Blake and Dylan.

Financial 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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