Materetsky Financial Group - Boynton Beach, Florida

Materetsky Financial Group - Ihr kompetenter Finanzplaner und Versicherungsagentur

Die Materetsky Financial Group ist ein renommiertes Unternehmen mit Spezialisierung auf Finanzplanung und Versicherungsagentur. Die Adresse des Unternehmens lautet: 2240 Woolbright Rd # 354, Boynton Beach, FL 33426 und die Telefonnummer ist 5617359227.

Das Unternehmen verfügt über eine barrierefreie Eingang, Parkplatz und Toilette, was es zu einem behindertenfreundlichen Ort macht. Es wird empfohlen, einen Termin zu vereinbaren, um sicherzustellen, dass Sie angemessen betreut werden.

Erfahrungen und Expertise

Die Materetsky Financial Group hat hervorragende Bewertungen von Kunden erhalten, die ihre Dienste in Anspruch genommen haben. Viele Kunden haben die Expertise und das Wissen von Joseph, dem Finanzplaner des Unternehmens, hervorgehoben. Er hat ihnen geholfen, ihre finanziellen Ziele zu erreichen und ihre Eltern bei der Planung ihrer Rente zu unterstützen.

Ein Kunde sagte: "Joseph ist unglaublich Sein Wissen über diesen sich ständig verändernden Markt hat für meinen Erfolg von entscheidender Bedeutung gewesen. Nicht nur hat er mir geholfen, sondern er hat auch einen fantastischen Job gemacht, meinen Eltern dabei zu helfen, ihre Rente zu planen. 10/10 würde ich empfehlen."

Ein weiterer Kunde beschrieb das Unternehmen als "das beste Unternehmen, mit dem ich je zusammengearbeitet habe". Sie lobten Josephs Wissen und seine Einfachheit, was alles ist, was man von einem Finanzberater erwartet.

Fazit

Bewertungen von Materetsky Financial Group

jonathan zylstra

5/5

Joseph is amazing! His knowledge on this ever changing market has been an integral part of my success. Not only has he helped me, he has also done an amazing job helping my parents navigate their retirement. 10/10 would recommend

Ryan Cwick

5/5

Hands down the best company I have worked with. Joseph is in an elite group of individuals in his position. His knowledge is impeccable, but most importantly his simplicity is top notch. It’s everything you would ask for in a financial advisor. 10/10 would recommend to anyone.

Christine Ranieri

5/5

Materetsky Financial has been wonderful. Joe is very attentive and knowledgeable. He takes his time and answers all my questions and the staff is very accommodating and friendly. Not to mention, my portfolio has done very well. I highly recommend Materetsky !

Howard Rubin

5/5

Matertsky Financial Group is an outstanding group of people. Ira and Matt have been our financial advisors since 2016, but we knew them for many years prior when they worked with my father-in-law and us on his finances. He was a great judge of character, so, once we were ready to take charge of our retirement, there was no question we would work with Ira and the Materetsky team. They are professional, ethical and extremely personable people beyond the norm. Trusting your retirement with someone is no easy task, but Ira and Matt have demonstrated everything that earns the trust. In addition, over the years, we have all become good friends and I can always depend on them regardless of whether it is a financial item or not. I can always call them and ask a question or for an opinion and they definitely always have my best interest at heart.

Donny Hamby

5/5

We have been with Joe Carpenito of The Materetsky Financial Group for over 5 years. During that time he has guided us through the process of building wealth and achieving true peace of mind in the area of our financial future. His diligence and genius in all areas of financial management is truly remarkable! I highly recommend Joe and the Materetsky Financial Group for the person who is just beginning to invest...as well as seasoned investors. We feel that our financial future is safe in the hands of Joe and the team at The Materetsky Financial Group!

Terry Fox

5/5

We have been clients of Materetsky for 5+ years and have been very happy with the results. They’re very easy to talk to and have been very informative in their guidance. And, they give great Holiday Parties! ?

Tirza Dalkoff

5/5

The professionals in the Mataretsky office are truly knowledgeable, efficient and caring. They are patient in explaining complex financial matters and always follow through in a timely manner on changes in our portfolio. Thank you.

Michelle P

5/5

Materesky Financial Group is extremely responsive and has helped my husband & I optimize our investments. Their plans are customized based on an individual risk profile. Ira and his team are a phenomenal resource to have access to when planning for a secure financial future.