Guiding Your Retirement Plan Since 1958
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INVESTMENT FIDUCIARIES

After decades of experience in the financial services industry, we have carved a niche in helping business owners succeed - both personally and at the firm-level. As ERISA 3(38) investment managers, we offer comprehensive corporate retirement solutions. For Individuals, we offer a strong track record in retirement planning and asset management.

 
THE FAMILY BUSINESS

Sixty years ago, Fred Matarazzo Senior began a different kind of financial services firm - one focused on family values and boutique customer service. Two generations later, Al, Zach and Maddie, Fred’s son and grandchildren, carry on these cherished ideals. The Matarazzo family has decades of experience in financial services; running a business ourselves, we have grown deeply knowledgeable of the financial needs of small business owners

 
 
OUR TEAM

Fred Matarazzo

Al Matarazzo

Zach Matarazzo

Maddie Montanye

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