Insights

Holistic Tax Focus Firm emphasizes tax reduction as a core, proactive component of wealth management, offering opportunities to pitch integrated tax-efficient investment strategies and client education on tax impacts across portfolios.

Fiduciary Positioning Brand markets fiduciary responsibility and comprehensive planning, presenting a sales angle for clients seeking independent, client-first guidance beyond standard investment performance.

Global Planning Adopts a global approach to financial planning, suggesting potential cross-border or international client needs, currency risk management, and estate planning considerations for high-net-worth individuals.

Tech Stack Modern Utilizes modern tools and web technologies (Cloud, Wix, Canva, Module Federation) indicating readiness to support digital client onboarding, secure portals, and scalable advisory services suitable for growth.

Growth Opportunity Revenue is in the multi-million range with a small staff, signaling potential for scalable service expansion, hiring partnerships, and targeted outreach to scale advisory capabilities and deepen client relationships.

Materetsky Financial Group Tech Stack

Materetsky Financial Group uses 8 technology products and services including Store Vantage, Module Federation, Wix eCommerce, and more. Explore Materetsky Financial Group's tech stack below.

Store Vantage

Appointment Scheduling

Module Federation

Development

Wix eCommerce

E-commerce

Sentry

Issue Trackers

jQuery UI

Javascript Libraries

PHP

Programming Languages

Apache

Web Servers

Facebook

Widgets

Materetsky Financial Group Email Formats	Example	Percentage
First@materetsky.com	John@materetsky.com	83%
Last@materetsky.com	Doe@materetsky.com	17%

Materetsky Financial Group Email Formats

Example

Percentage

First@materetsky.com

John@materetsky.com

83%

Last@materetsky.com

Doe@materetsky.com

17%

Frequently Asked Questions

What is Materetsky Financial Group's phone number?

You can contact Materetsky Financial Group's main corporate office by phone at

+1-561-735-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Materetsky Financial Group's official website and social media links?

Materetsky Financial Group's official website is materetsky.com and has social profiles on LinkedIn.

How much revenue does Materetsky Financial Group generate?

As of July 2026, Materetsky Financial Group's annual revenue is estimated to be $10M - $25M.

What is Materetsky Financial Group's NAICS code?

Materetsky Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Materetsky Financial Group have currently?

As of July 2026, Materetsky Financial Group has approximately 10 employees across 1 continents, including North America. Key team members include Co-Owner, Certified Financial Planner (cfp): I. M.Administrative/Marketing Manager: L. A.Insurance Advisor: G. H.. Explore Materetsky Financial Group's employee directory with LeadIQ.

What industry does Materetsky Financial Group belong to?

Materetsky Financial Group operates in the Financial Services industry.

What technology does Materetsky Financial Group use?

Materetsky Financial Group's tech stack includes Store VantageModule FederationWix eCommerceSentryjQuery UIPHPApacheFacebook.

What is Materetsky Financial Group's email format?

Materetsky Financial Group's email format typically follows the pattern of First@materetsky.com. Find more Materetsky Financial Group email formats with LeadIQ.

When was Materetsky Financial Group founded?

Materetsky Financial Group was founded in 1979.

Materetsky Financial Group

Q: How many employees does Materetsky Financial Group have currently?

Materetsky Financial Group has approximately 10 employees.

Q: What technology does Materetsky Financial Group use?

Materetsky Financial Group's tech stack includes Google Cloud CDN, Webpack, RequireJS, Office 365, jQuery.

Q: What is Materetsky Financial Group's NAICS code?

Materetsky Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

Materetsky Financial Group is a financial services firm based in Boynton Beach, Florida, that provides comprehensive wealth management with a global approach to financial planning. The firm emphasizes considering a client’s entire financial situation, including tax consequences, to help position them toward their financial goals, operating under a fiduciary duty. It focuses on five core areas of investment planning: investment strategies, tax reduction, retirement planning, protection strategies, and estate planning, and aims to help portfolios grow while minimizing exposure to external factors. The company emphasizes a proactive, tax-aware perspective on investment performance and retirement funding, seeking to address not only accumulation but also the tax implications and potential longevity of assets. Materetsky Financial Group appears as a small firm serving individual clients, highlighting personalized, holistic financial guidance rather than solely portfolio performance. The firm’s description notes a CFP credential and a commitment to considering the broader financial picture beyond traditional investment advice.

Insights

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