Materetsky Financial Group
2240 Woolbright Road, Boynton Beach, FL 33426
About the Business
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Materetsky Financial Group, located at 2240 Woolbright Road in Boynton Beach, Florida, is a family-owned and operated financial services firm with over five decades of experience. Our dedicated team of professionals offers personalized financial solutions to meet your planning needs, including protection planning, retirement planning, tax planning, estate planning, and investment planning. We strive to provide our clients with financial stability, confidence, and independence, replacing uncertainty with the assurance needed to live life to the fullest. Our staff takes a hands-on approach to financial guidance, caring deeply about making our clients' dreams a reality. With offices on the east coast in Boynton Beach and Fort Lauderdale, we are here to help you plan for a secure financial future. Advisory services are offered through Materetsky Financial Group Inc., a Registered Investment Advisor, while securities are offered through Private Client Services, Member FINRA/SIPC. All insurance products are offered through unaffiliated insurance companies. Our advisors are registered in multiple states, ensuring that we can assist clients across the country. We believe that wealth is the absence of financial worry, an income that you don't outlive, and a meaningful legacy for your loved ones. Contact Materetsky Financial Group today for proactive financial planning and personalized service from our family to yours.
Photos
Location & Phone number
2240 Woolbright Rd # 354, Boynton Beach, FL 33426, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"The professionals in the Mataretsky office are truly knowledgeable, efficient and caring. They are patient in explaining complex financial matters and always follow through in a timely manner on changes in our portfolio. Thank you."
"Materetsky Financial has been wonderful. Joe is very attentive and knowledgeable. He takes his time and answers all my questions and the staff is very accommodating and friendly. Not to mention, my portfolio has done very well. I highly recommend Materetsky !"
"Matertsky Financial Group is an outstanding group of people. Ira and Matt have been our financial advisors since 2016, but we knew them for many years prior when they worked with my father-in-law and us on his finances. He was a great judge of character, so, once we were ready to take charge of our retirement, there was no question we would work with Ira and the Materetsky team. They are professional, ethical and extremely personable people beyond the norm. Trusting your retirement with someone is no easy task, but Ira and Matt have demonstrated everything that earns the trust. In addition, over the years, we have all become good friends and I can always depend on them regardless of whether it is a financial item or not. I can always call them and ask a question or for an opinion and they definitely always have my best interest at heart."
"We have been with Joe Carpenito of The Materetsky Financial Group for over 5 years. During that time he has guided us through the process of building wealth and achieving true peace of mind in the area of our financial future. His diligence and genius in all areas of financial management is truly remarkable! I highly recommend Joe and the Materetsky Financial Group for the person who is just beginning to invest...as well as seasoned investors. We feel that our financial future is safe in the hands of Joe and the team at The Materetsky Financial Group!"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Advisory Services
- Asset Protection
- Business Succession
- Estate Strategy
- Family Office
- Financial Independence
- Financial Planning
- Financial Security
- Financial Stability
- Fintech Firm
- Income Generation
- Independent Wealth
- Insurance Solutions
- Investment Advisory
- Investment Portfolio
- Legacy Planning
- Multistate Registration
- Personalized Finance
- Protection Planning
- Regulatory Compliance
- Retirement Planning
- Risk Management
- Security Planning
- State Registered Advisor
- Tax Optimization
- Unaffiliated Carriers
- Wealth Creation
- Wealth Management
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