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Materetsky Financial Group

EST. AUM
$720,764,738

CONTACTS
5

CLIENT ACCOUNTS
2,309

Firm Details

Metro area Miami
CRD Number 292353
Website materetsky.com
Client types

Overview

Materetsky Financial Group is a family-owned and operated financial services firm with over 50 years of experience. They offer personalized financial solutions, including protection planning, retirement planning, tax planning, estate planning, and investment planning. The firm operates from three branch locations: Boynton Beach, FL; Fort Lauderdale, FL; and Melville, NY. Their team consists of experienced professionals who take a hands-on approach to financial guidance, striving to create financial stability and independence for their clients. As a Registered Investment Advisory firm with the Securities and Exchange Commission, they uphold a fiduciary obligation to place their clients' interests first.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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