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Materetsky Financial Group

Headquartered in BOYNTON BEACH, FL

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Firm Information

Materetsky Financial Group, based in Boynton Beach, FL, is an investment advisor providing financial planning, pension consulting, and educational seminars. They manage over $523 million in assets for individuals, corporations, charitable organizations, and pension plans. The firm has 4 licensed agents, 4 investment advisor representatives, and 5 registered representatives. They offer wrap fee programs and operate under SEC Number 801-112829.

Materetsky Financial Group

2240 WOOLBRIGHT ROAD

BOYNTON BEACH, FL 33426

$523.52M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

MATERETSKY FINANCIAL GROUP has a total of 3 branch locations across the country.
location

BOYNTON BEACH, FL

location

MELVILLE, NY

location

FORT LAUDERDALE, FL

Advisors at Materetsky Financial Group

View All 4 Advisors
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Michael Dawson Wright

CFP®, RA

BOYNTON BEACH, FL

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Matthew Joseph Welsh

CFP®, RA

BOYNTON BEACH, FL

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Joseph Rocco Carpenito

RA

BOYNTON BEACH, FL

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Ira Scott Materetsky

CFP®, RA

BOYNTON BEACH, FL

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Disclosures

There are no public disclosures for Materetsky Financial Group.

Frequently Asked Questions (7)

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