Products and Services

Thank you for visiting The Materetsky Financial Group


We provide help in the following areas:

The Materetsky Group offers comprehensive planning advice that seeks to answer all your questions and provide you with a clear, step-by-step approach.  We will analyze your current budget, examine your income and investments, assess your goals and provide you with a unique strategy tailored to your risk tolerance that strives to provide you with financial independence.

Investments:
 
  • Mutual Funds*
  • Common Stock*
  • Treasury Bills*
  • Treasury Notes*
  • Bonds*
  • Government Securities*
  • Fixed Annuities
  • Variable Annuities*
  • Full Services Brokerage Accounts*
  • Traditional IRA
  • SEP IRA
  • Simple IRA
  • Education IRA
  • Roth IRA
  • Retirement Plans- all types
  • Check writing
  • Debit Card

*Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member  FINRA/SIPC.

 

Insurance:
 
  • Life
  • Long Term Care
  • Disability Income
  • Medicare Supplements
  

We have knowledgeable financial advisors that will help in:
 
 
  • Money management
  • Retirement plans
  • 401(k) planning
  • Money purchasing plan
  • Profit sharing plan
  • Estate plans
  • Tax Plans
  • College Plans
  • 403(b) Planning
  

If you have any questions please email or call us.
            
©2010 Materetsky Financial Group, Inc. All rights reserved.