MATAURO, LLC

5 · 57 reviews
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Alan Cohen
Reviews 1
2020-10-06 15:23

I've been working with Barrett for the last 6 mont...

I've been working with Barrett for the last 6 months and he is a true professional . He listens to all your financial needs and puts a clear roadmap together to get you where you want to be in the future . I would highly recommend these guys they're on top of their game !!!

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Matthew Kurteson
Reviews 1
2020-10-02 04:26

I have worked with the staff at MATAURO prior to t...

I have worked with the staff at MATAURO prior to their inception after spinning off from Axa. They are a world class organization that I have recommended to family and friends who share the same gratitude for their services. They will work with you as high or low touch as you require and the commu...

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Natalie Dupree
Reviews 1
2020-09-26 18:59

I interned at Matauro the summer prior to my senio...

I interned at Matauro the summer prior to my senior year of college and I can't speak highly enough about my experience. I learned more about wealth management in the past two months than a semester at school. Working alongside each member of the Matauro team, I gained first hand experience consulti...

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Lizzie Massey
Reviews 1
2020-09-26 18:33

I am very confident in how my money has been manag...

I am very confident in how my money has been managed over a number of years and over my changing circumstances. They are proactive and thoughtful about changing needs and priorities and always make excellent and suggestions to both protect and grow my assets. Would highly recommend!

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Carole Paley
Reviews 1
2020-09-23 03:20

After several years with another financial expert,...

After several years with another financial expert, Eliran Abekassis was recommended to me for financial and retirement planning. From the beginning the experience has been entirely different from my previous experiences. Eliran listens to my goals and preferences and provides detailed and well thoug...

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I Acosta
Reviews 1
2020-09-15 22:29

I was referred to Matauro by a trusted colleague a...

I was referred to Matauro by a trusted colleague and have been working with the team now for about 4 years. I was incredibly green when I first connected with the team and was clueless as to how to start financial wellness journey. Until I met the team at Matauro, all I did was the basics - 401K and...

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Neil Bhatia
Reviews 1
2020-09-13 02:28

I spent some time as an analyst at Matauro during ...

I spent some time as an analyst at Matauro during the fall semester of the school year. I have held several internships in finance and I can say with confidence that Eliran, Barrett, and the team at Matauro care about their clients. This is something you hear on paper in many investment management f...

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Nicole Rizzuti
Reviews 1
2020-09-03 00:46

I interned at MATAURO this past summer and had an ...

I interned at MATAURO this past summer and had an incredible experience. The advisors are extremely smart and dedicated to ensure that their clients receive the highest degree of personalized service. The team at MATAURO is skilled at seeking out new nuances in the investment world that offer a new ...

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Kristin Junco
Reviews 1
2020-08-20 21:58

I have had the good fortune to have been introduce...

I have had the good fortune to have been introduced to Matt, Barrett, and the rest of the extraordinary team at MATAURO. For the past 5 years they have helped guide me financially as I have transformed from a baby millennial with practically zero knowledge or understanding of savings, to an elder mi...

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Julian S. Allaf-Lynch
Reviews 1
2020-08-17 01:01

I worked as an intern during the school year for 6...

I worked as an intern during the school year for 6 months. Barrett and his team provided a great example of what a client-facing firm should consist of. The client-first mindset mixed with a very cohesive and close-knit team makes MATAURO an industry leader using cutting-edge financial planning tool...

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Dr. Anika Ackerman
Reviews 1
2020-08-10 06:14

I feel very lucky to have been connected with Mata...

I feel very lucky to have been connected with Matauro, and specifically Barrett, a few years ago. They have been totally accessible and supportive to me while making important financial decisions. I am confident that their assistance in financial matters gives me an edge in solidifying a prosperous ...

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Blakely Downs
Reviews 1
2020-08-08 11:27

My husband and I have worked with Barrett Tabeek a...

My husband and I have worked with Barrett Tabeek and Matthew Klein for over 5 years now and can't say enough good things about them. Not only do they structure our investments particularly for our unique goals and milestones, they are constantly giving us new ideas for successfully growing our port...

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Siddhartha Sen
Reviews 1
2020-08-04 02:46

We have worked with Matt, Barrett, and the rest of...

We have worked with Matt, Barrett, and the rest of the team at Matauro for 5 years now. They have formulated our life investment strategy, given us access to creative investment and insurance vehicles, removed all of our stress related to financial management, connected us with experts when needed (...

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Adam Metzger
Reviews 1
2020-08-03 18:32

Been working with Matauro since 2008. They have b...

Been working with Matauro since 2008. They have been there through many transitions, diligently reaching out, setting up meetings, getting me invested & diversified, and answering questions the whole way through. I got married a year ago, and Matt and Barrett have been instrumental in getting us o...

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Chelsea Vernon
Reviews 1
2020-07-16 06:00

I have been working with Matt, Barrett and their t...

I have been working with Matt, Barrett and their team for several years now and they have helped me through some significant transitions -- providing an excellent support system in every way. There is literally nothing that they will not provide helpful advice on. I would (and do) highly recommend t...

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Connie Fingal
Reviews 1
2020-07-12 04:16

I have been working with Eliran for several years ...

I have been working with Eliran for several years nows. He is simply the best! He is not only extremely knowledgeable but steadfastly attentive to his client's needs. He is also energetic with innovative ideas and always strategizing for the best solutions. I will continue to refer him to my close...

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Stephanie Brealey
Reviews 1
2020-07-08 00:50

I ve worked with Barrett for a while now and I cou...

I ve worked with Barrett for a while now and I could not be happier. He consistently delivers sound advice regarding my investments, keeping my best interest in mind. When I first met Barrett I had no idea how to invest, or even where to begin. He took his time in explaining me what he thought would...

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N Memar
Reviews 1
2020-06-26 22:41

My sister introduced my husband and I to Barrett T...

My sister introduced my husband and I to Barrett Tabeek and Matthew Klein 5 years ago as she and her husband had a very positive experience working with them. I don't know anything about financial planning but I sleep better at night knowing that a knowledgeable team at Matauro has designed a plan ...

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Henry Bloom
Reviews 1
2020-06-26 11:50

I have worked with Eliran for more than 6 years an...

I have worked with Eliran for more than 6 years and have been very happy with his advice and support and with the results achieved. He is knowledgeable, proactive, attentive, responsive, reliable and personable. In short, he is great to work with and I highly recommend him.

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Jorge F. Urgell
Reviews 1
2020-06-21 10:16

Making financial wonders into reality, the Matauro...

Making financial wonders into reality, the Matauro group has truly helped me focus and develop a plan to achieve my financial goals. They actively motivate me to stay on track and informed. They have earned my trust and I fill confident of the future ahead.

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Punit Agarwal
Reviews 1
2020-06-20 17:11

Been working with Matauro for many years. Their co...

Been working with Matauro for many years. Their core competence is deep knowledge in financial products as well as comprehensive understanding of current situations. They are very proactive, timely communication especially during pandemic, they listen to develop financial strategies which works only...

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Ross Ilardi
Reviews 1
2020-06-04 20:17

We highly recommend Matt and his team as Financial...

We highly recommend Matt and his team as Financial advisors.

My wife and I have been working with Matt for the past 10 years and have developed a great relationship with him and his team. Over this time we have worked together to define our financial objectives and focused on creating a long ter...

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Lauren Moskovitz Sholder
Reviews 1
2020-06-03 02:33

I have worked with the advisors at Matauro for ove...

I have worked with the advisors at Matauro for over four years and have been very impressed and more importantly, comforted by their help. As someone in the financial industry myself, I recognize that it s not always easy to take care of your personal investment needs when you work all day long, eve...

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matthew edwards
Reviews 1
2020-06-02 08:51

The team at Matauro has always been highly profess...

The team at Matauro has always been highly professional and always gone out of their way to address my needs, even when it meant pulling back from my investments with them. They are in a class by themselves and would confidently recommend them to anyone.

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Chris Myers
Reviews 1
2020-05-18 00:04

Matauro has been taking great care of my finances ...

Matauro has been taking great care of my finances since the birth of my first child in 2012. Matt and Barrett are superb advisors who take a big picture approach, while not forgetting the finer details.

They have helped me with portfolio management, life insurance, tax planning and are even sound...

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Reme Uduebo
Reviews 1
2020-05-13 22:15

I interned at MATAURO the summer before my junior ...

I interned at MATAURO the summer before my junior year. This is a fantastic internship experience that I would highly recommend to anyone looking to actually have an impact at a company instead of being stuck with needless tasks. That impact is mutual because the effort and dedication that the role ...

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Ali Kelly
Reviews 1
2020-04-10 04:47

I have worked with Barrett (and the Matauro team) ...

I have worked with Barrett (and the Matauro team) for many years and I cannot say enough about his dedication, professionalism, attention to detail and personal touch. He is more than just a financial advisor, (though he is absolutely fantastic at that), he is also a confidante, a coach and a frien...

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Tim Hale
Reviews 1
2020-03-28 17:42

I worked as an intern during the summer of 2018. ...

I worked as an intern during the summer of 2018. Eliran and his team provided a clear example of first class client facing etiquette. MATAURO excels in asset management because of their superb knowledge of the industry and their genuine care for their clients well being. My time spent at MATAURO ...

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Cristine Pirro
Reviews 1
2020-03-24 07:40

I ve worked with Matt and Barrett of Matauro for a...

I ve worked with Matt and Barrett of Matauro for about 5 years now. I not only trust them entirely with my investments, but I also rely on them to create a financial plan for me and (most importantly) keep me honest about sticking to that plan. They have consistently proven themselves to be a huge...

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Ronald Smith
Reviews 1
2020-02-28 07:26

Matauro has provided investment advice to me for m...

Matauro has provided investment advice to me for more than four years. Matauro representatives took the time necessary to thoroughly understand my investment goals and, most importantly, formulate plans to meet those goals consistent with my risk tolerance. Their recommendations have more than obtai...

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CoventryGreen Treasurer
Reviews 1
2020-02-26 20:40

Matauro has been a wonderful advisor for my financ...

Matauro has been a wonderful advisor for my finances and retirement planning! I've had previous advisors, who were inattentive or difficult to get ahold of, but I feel Matauro is 100% in my corner, and is always available when I have questions, and is very quick to respond with advice.

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Andrew Davis
Reviews 1
2020-02-23 17:48

I have worked with the Matauro team for the last 3...

I have worked with the Matauro team for the last 3 years and highly recommend them. They are professional, follow up with me on a regular basis, and always structure the portfolio based on my unique situation with respect to risk and liquidity. They have been great at helping me look through short...

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Susie Miller
Reviews 1
2020-02-19 05:24

As a relatively new investor, I feel so fortunate ...

As a relatively new investor, I feel so fortunate to have had MATAURO recommended as my financial advisors. They have been extremely helpful, as well as patient with all my questions and uncertainties. I am so confident that I made the right choice and have really learned a lot about the details, f...

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Patrick Harrington
Reviews 1
2020-02-19 03:00

I ve worked with Barrett and Matt of Matauro for a...

I ve worked with Barrett and Matt of Matauro for about 10 years now and they have consistently delivered sound advice regarding my investments. What I appreciate about their work the most is that they will always give you the advice that has your best interest in mind even though it may not be the a...

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Mika Sneddon
Reviews 1
2020-02-17 17:22

Barrett, Partner at Matauro, has advised me on my ...

Barrett, Partner at Matauro, has advised me on my finances for 5-6 years now -- It's been a great experience. He and his team are very friendly, understanding, and patient. They always make sure I am well-informed and educated about the work they're doing. 100% trust them to keep me on track. The th...

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Deborah Boardman
Reviews 1
2020-02-12 06:58

I have been working with Matt and his team for mor...

I have been working with Matt and his team for more than a decade, and I could not be more satisfied with their services. Matt, Barrett and their colleagues have guided me financially as I transitioned from private practice to public service, helping me devise short-term and long-term financial pla...

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Sarah Chung
Reviews 1
2020-02-03 15:45

I have been working with a wonderful team at Matau...

I have been working with a wonderful team at Matauro since 2010. Needless to say, their core competence is deep knowledge in financial products as well as comprehensive understanding of macro & micro economic situations. However, what truly differentiates them from others is they listen to you and d...

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Graeme Fleckney
Reviews 1
2020-01-23 21:25

Matt and Barrett have patiently invested time to d...

Matt and Barrett have patiently invested time to demystify complex topics and ensure that every step we ve taken makes big picture sense. They offer such a broad range of advice and are committed to making processes quick and simple. We have full trust in them

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Rebecca Simon
Reviews 1
2020-01-20 06:45

I can't say enough good things about Matauro. To s...

I can't say enough good things about Matauro. To say I am hands off when it comes to money management is an understatement, and this team really gets it. Their patience is unmatched even after they have explained things for a 3rd and 4th time to this novice. They truly provide peace of mind which is...

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Joe Kinter
Reviews 1
2020-01-19 15:04

Matt and Barrett are smart, proactive, thoughtful,...

Matt and Barrett are smart, proactive, thoughtful, and kind. I cannot recommend them highly enough.

I ve worked with Matt and Barrett for more than three years. When we began working together, I was an inexperienced investor. In order to develop a strategy for investing, Matt and Barrett spent si...

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Claudio Taratuta
Reviews 1
2020-01-18 11:45

Great service from a great team. Super knowledgabl...

Great service from a great team. Super knowledgable about markets, stocks, insurance options and financial planning all around. They take the time to listen to your needs and goals. They put together sound financial plans and take the time to walk you through them step by step and adjust as your goa...

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john bertucelli
Reviews 1
2020-01-09 21:10

My wife and I have been working with our team sinc...

My wife and I have been working with our team since 2013 and we could not be happier. We made a financial plan that was reasonable and we followed it without fail. We now own a home and our portfolio is doing great. I would recommend.

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Marsha Flowers
Reviews 1
2020-01-04 21:18

I work with Barrett Tabeek of Matauro. My experie...

I work with Barrett Tabeek of Matauro. My experience has been so good. He takes time reviewing my financial status, making recommendations based on my interests, lifestyle, goals, and risk tolerance. He keeps up with me by regularly reviewing my status. He prepares comprehensive and clear report...

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Violet Arjune
Reviews 1
2020-01-01 22:13

I highly recommend this Company! I have been work...

I highly recommend this Company! I have been working with the Matauro Team for over 8-years and I am very happy with their service. They are very professional and pay attention to my lifestyle and goals so that they can present a financial package that works well for me! I am very happy with my i...

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