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Materetsky Financial Group Employee Directory

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.

Find Materetsky Financial Group employees' phone numbers or email addresses

Materetsky Financial Group Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Materetsky Financial Group's Leadership

  • Co-Owner, Certified Financial Planner (cfp) at Materetsky Financial Group
    I. M.
    Co-Owner, Certified Financial Planner (cfp)
    Mobile Phone
  • Administrative/Marketing Manager at Materetsky Financial Group
    L. A.
    Administrative/Marketing Manager
    Mobile Phone
  • Insurance Advisor at Materetsky Financial Group
    G. H.
    Insurance Advisor
    Mobile Phone
  • Financial Services Advisor at Materetsky Financial Group
    J. C.
    Financial Services Advisor
    Mobile Phone
  • Registered Administrator at Materetsky Financial Group
    A. P.
    Registered Administrator
    Mobile Phone
  • Managerpresident at Materetsky Financial Group
    R. M.
    Managerpresident
    Mobile Phone

Materetsky Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Community & Social Services

Contact profiles from Materetsky Financial Group

Name
Title
Contact
Location
Last Update
  • Co-Owner, Certified Financial Planner (cfp) at Materetsky Financial Group
    I. M.
    Co-Owner, Certified Financial Planner (cfp)
    Mobile Phone
    United States, Florida
    Oct 22, 2024
  • Administrative/Marketing Manager at Materetsky Financial Group
    L. A.
    Administrative/Marketing Manager
    Mobile Phone
    United States, Florida
    Apr 13, 2026
  • Insurance Advisor at Materetsky Financial Group
    G. H.
    Insurance Advisor
    Mobile Phone
    United States, Florida
    Oct 19, 2025
  • Financial Services Advisor at Materetsky Financial Group
    J. C.
    Financial Services Advisor
    Mobile Phone
    United States, Florida
    Jun 08, 2026
  • Registered Administrator at Materetsky Financial Group
    A. P.
    Registered Administrator
    Mobile Phone
    United States, Florida
    Mar 25, 2026
  • Managerpresident at Materetsky Financial Group
    R. M.
    Managerpresident
    Mobile Phone
    UNITED STATES
    Oct 08, 2023

Frequently Asked Questions

What is Materetsky Financial Group known for?

Minus sign iconPlus sign iconMateretsky Financial Group was founded in 1979 and operates in the Financial Services industry. You can contact Materetsky Financial Group's main corporate office by phone at
+1-561-735-****
. Explore Materetsky Financial Group's company overview page for more information.

What is Materetsky Financial Group's most common email format?

Minus sign iconPlus sign iconMateretsky Financial Group employees' email format typically follows the pattern of First@materetsky.com. Trying to find reliable and up-to-date employee contact data? Find more Materetsky Financial Group email formats with LeadIQ.

How many employees does Materetsky Financial Group have currently?

Minus sign iconPlus sign iconMateretsky Financial Group has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Materetsky Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Materetsky Financial Group's key employees include:

  • Co-Owner, Certified Financial Planner (cfp): I. M.
  • Administrative/Marketing Manager: L. A.
  • Insurance Advisor: G. H.
  • Financial Services Advisor: J. C.
  • Registered Administrator: A. P.

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