Thank You For
Your Submission!

You will receive a confirmation text of our appointment!

Although it is not required, here are a list of helpful items to bring to our appointment:

  • A most recent statement on any investment accounts you would like us to review. 

  • Your most recent tax return.

  • A copy of your estate documents i.e. wills, trusts etc.

  • A most recent statement on any insurance products you would like us to review i.e life insurance, long term care, annuities.

Joseph Carpenito SmartVestor
Joseph Carpenito SmartVestor
Joseph Carpenito

Joseph@Materetsky.com

Phone: 561-735-9227

Fax: 561-735-9815