Personalized Financial Solutions from Our Family to Yours
Florida (561) 735-9227
New York (516) 227-1111
Materetsky Financial Group offers full service financial planning advice that seeks to answer all of your questions and provide you with a clear, step-by-step approach. We will analyze your current situation and through the five tenets of Financial Planning, help you reach your goals.
Tax Planning
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Review of your tax return to highlight opportunities to help maximize tax reduction strategies
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Review of your tax situation and planning to incorporate any new tax law changes
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Free consultation with your tax preparer
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Recommendations of tax solutions including tax advantaged investments
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Staying up-to-date on and presenting new tax laws that can affect your situation
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Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Materetsky does not serve as an attorney, accountant, or insurance agent. Materetsky does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Materetsky’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.