MATAURO, LLC Review

Can't speak highly enough of the MATAURO team. Their advice is on point, personally-tailored, and effective. And they dig deep on the research front.

Love Matauro. Matt and Barrett are always incredibly responsive and their investment strategy vastly outperformed both the market and my previous allocations. They're great.

Great team to work with and solid results. Exactly what you want from your financial advisor.

Eliran is very professional, thorough, informative and transparent. He is a pleasure to work with and really seems to care about building relationships with clients. Very warm and attentive.

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 !!!

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 communication and transparency is of the highest quality.

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 consulting with clients, understanding investment strategies, creating financial plans, and client acquisition.

The members of the team cared about my experience and acted as mentors, answering and explaining any of my questions. The tasks I was assigned were meaningful and made an impact on the team. In my prior internships I was often given busy work and meaningless tasks, that was never the case with Matauro.

Interning at Matauro was an incredible opportunity and I highly recommend anyone interested in pursuing a career in wealth management to apply here.

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!

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 thought out options. He is an excellent communicator and does not just throw out technical terms without thoroughly explaining them. This is hugely important to me, as I am not financially savvy and have little time to devote to this. I am fully confident in Eliran s insights and would not hesitate to recommend him.

Matt and Barrett are truly the best. Have helped me out in ways significantly beyond the scope of their duties. I can't say enough great things. Two thumbs up.

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 money in my checking/saving account. I needed to plan for some of my short-mid term goals (pay off Grad school, buy a home, invest in wellness, etc.), but also wanted to make the best investments and financial decisions to ensure I was prepared for retirement. Matauro met with me several times to educate me on the options I had, the different paths I could take based on my goals, recommendations based on their experience, and have been a soundboard ever since for any major life decisions I ve had to make over the years. This team is incredible. They have regular checkins (just because), they call on birthdays and holidays (not just a mass email), they add a personal, white-glove touch to everything they do. They have gained my trust, my business, I ve referred multiple people to them, and I couldn t be happier with my investments.

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 firms, however, it's true with Matauro. The team knows every client what they do, what they are like, what their hobbies are, how many kids they have, what they aspire to be financially etc. The firm serves as a wonderful role model for client facing financial management companies and with a team as incredibly close-knit as it is, Matauro is a strong force to be reckoned with. I enjoyed my time interning for the company and I keep in touch with its founders to this day.

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 perspective on wealth management and financial advising. I experienced firsthand how the company provides an unmatched service model to their clients by focusing on innovative and individualized solutions for each person that they work with. Anyone who works with this team is highly cared for and as a result, is extremely satisfied with the services.

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 millennial who has a better understanding of the importance for planning ahead. I was incredibly apprehensive to share the in-depth and somewhat embarrassing details of my financial debts, spending habits and general lack of knowledge of my financial status and future. Barrett immediately put me at ease and was extremely encouraging knowing how scary this step was for me. Yet here we are, years later and I have never felt more confident about my financial futrue. I am repeating letters and numbers I d never even heard of, like ROTH IRA and S&P 500 my own family and friends are shocked to hear coming out of my mouth. Barrett is unbelievably wise beyond his years and is a fantastic listener who provides sound advice tailored specifically to your individual goals. If I ever have questions or concerns or need to make quick changes, they are present and available at the ready. I have recommended these guys to anyone who will listen and will continue to. Take my advice, your life will be so much easier when you have Matt, Barrett and the rest of the MATAURO team in your corner.

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 tools as well as consistent, personalized and genuine care of the client's well-being, as well as personal and financial goals. Overall, it was a very informative and valuable experience as an intern, I was responsible for leading my own projects and any initiative, problem-solving and innovation was encouraged. The mix of client-facing work, financial services exposure, as well as an environment that supported pride in one's work, attention to detail, and freedom to operate independently created a very valuable experience.

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 future.

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 portfolio. The perfect balance of plugged-in while never being too pushy. They are also full of articles and book recommendations on any subject, but particularly how current events and climates are affecting the market. Most importantly, they're very good at what they do, and the numbers reflect that.

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 (e.g., for tax advice, wills), filtered and summarized economic and world news down to the minimum we need to know, and constantly checked in on us and given us personal attention when we needed advice, even when we were too busy to take it.

I cannot over-emphasize how valuable and comforting it is to have people who are extremely knowledgeable, current, and consistent on call whenever doubt sets in about an investment, or an idea pops up, or a life-changing event occurs. The folks at Matauro have shown their dedication to us: they are obsessed with providing the attention and care they think we deserve, regardless of their other clients (who likely have much larger portfolios than us), and have adapted their approach on their own whenever they felt something could be improved. They have had a strong, positive influence on our family, and indeed have become an extended part of it.

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 on track financially. They have gone above and beyond. Looking forward to building together!

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 them to everyone.

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 closest family and friends.

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 be the best approach. He gave me enough information for me to make decisions, to learn. Because of his patience, his ability to really understand what my needs where and what the best type of investments for me would be, we have been able to build sound investment portfolios.

I cannot recommend Barrett high enough. I look forward to our many years ahead building better and stronger portfolios.

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 for us that will be meeting our goals. I wish I could give a million starts, as they are always super responsive and go above and beyond to answer any questions that you may have. It really is impressive. As an added bonus they are really personable! If you are not working with them already I highly recommend you schedule some time with them now so you can sleep better at night!

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.

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.

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 for you and patiently answers my zillion questions.

Thank you and much appreciate all your hard work!

Matauro has been excellent -- informative, educational, supportive, and communicative. Really appreciate the time they've spent offering their professional advice and guidance.

The Matauro team provide exceptional, intelligent and attentive services. They keep client's informed and develop insightful and very smart investment plan. In addition, they are just really nice, good people.

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 term financial strategy to help us achieve our investment and retirement goals.

Matt always looks at the big picture of financial planning and constantly looks for unique investment vehicles to maximize returns and minimize risk. Barrett demonstrates a high level of customer service and is always available to assist with any question or issue.
.

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, even when you work in the markets. Having a team dedicated to watching out for me - calling me when the markets turn or pushing me to organize our investments and savings appropriately - has made a huge difference to what we have been able to achieve as a family. I highly recommend their services!

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.

The team has been great. They've provided timely advice and have been readily available to address my concerns.

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 sounding boards for big career/life decisions. They truly have my family s best interests at heart.

Many advisors out there can help grow and protect wealth. However Matauro s creative approaches to tax efficient strategies (which help me to keep more of what I earn) were what first drew me to working with them.
The trust and confidence that they have earned, and prudent advice that they give, are what continue to set them apart.

Thank you Team Matauro!

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 requires are rewarded with both an invaluable sense of self-sufficiency and great time management skills that leave any potential intern far more prepared for the professional world.

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 friend. If you are looking for someone that will take a holistic view as to your finances and treat you like family, Barrett is your guy.

I ve been with Maturo for many years now. They have always been knowledgeable and explain everything in layman s terms. They also make themselves available and are consistent about checking in. I highly recommend them!

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 was intellectually stimulating and was a very valuable experience as I learned from an outstanding professional.

MATAURO has been instrumental in helping me save and invest money as a young adult in NYC. I highly recommend Barrett & his team for financial support and advice! Professional, caring, and available 24/7.

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 asset to me -- their expertise extends beyond the financial. They are responsive, always available, go above and beyond, and always have their clients' best interests in mind. I trust them entirely. Highly recommend!!

Matauro has helping me on my investments for a few years. I am extremely happy and appreciate their services and professional advice.

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 obtained the results projected. Matauro warrants the highest recommendation.

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.

Matt and Barrett are an incredibly intelligent, attentive, and solution-oriented team.

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 term volatility in order to focus on my long term goals.

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, feeling comfortable, no matter how big or small my questions may be. Always quick to respond, communication is key, and it is effortless with them. Helping with all things from tech support or any explanations I may ask for.
Most importantly devising a plan for my lifestyle, which as been very successful thus far. I continue to look forward to a long successful relationship.

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 advice or easy answer you want to hear. They were also able to help me with insurance when the time was right and completely blew me away with their skill set and knowledge beyond traditional investment and portfolio management. A big thank you to those two and their team for their work the last 10 years!! Let s get a drink soon!

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 thing I like the most is that it's never just about money with them -- Barrett is always looking at the whole picture with me and putting the quality of my life first.

Barrett, Justin and Matthew were amazing. Had my first call with them and they put a quick and helpful strategy together for me and my business. They are crazy smart and you will never find anybody that works harder...

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 plans. With an unparalleled devotion to client service, they have stood by me when I called on them for financial and tax-related help as I navigated unexpected family crises involving my elderly father and disabled brother. Matt and Barrett are reliable, intelligent, savvy, responsive and client-focused. But they are so much more. They are incredible listeners whose goal is to make sure you are meeting your financial and personal goals. In an increasingly turbulent world, where very little seems reliable or grounded, I feel so lucky to have Matt and Barrett by my financial side. I cannot recommend them more highly. Trust me, your life will be easier and less stressful with Matt, Barrett and their excellent team at the helm.

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 develop financial strategies which works only for you. No cookie cutter approach ever.

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

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 invaluable. I now feel that if something unforeseen happens I will have the financial options I need to sustain myself. Additionally I know I have a solid plan in place for my retirement and I know Matauro is always watching my investment plan and adjusting when there are opportunities for more gains. It's an amazing organization!

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 significant time with me to understand my priorities and to explain their approach for achieving the goals dictated by those priorities. Meanwhile, they were regularly recommending reading material so that I could better educate myself about the fundamentals underlying their approach. One of these books, Howard Mark s The Most Important Thing, has had a profound impact on my understanding of the way that investors interact with markets and how to develop my own approach for investing.

The result of our work together has been impressive. Their active management has helped me take advantage of strong market conditions, while simultaneously managing risk and guarding against uncertainty (which is important to me as a relatively risk-averse investor). My wife and I made the down payment on our first house with their help, and we continue to build a strong asset base for future projects by following their lead.

Matt and Barrett are smart and proactive and thoughtful and kind. I know they always have my best interests in mind. They reach out to me on a regular basis to ask about things on my end and to let me know what they re observing and thinking about. They continue to recommend interesting reading. And they continue to produce excellent results for me and my family. I cannot recommend them highly enough, especially for young people beginning to build their portfolios.

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 goals and life circumstance change. Would highly recommend the team!

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.

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 reports so that I understand and can keep tabs on my financial trajectory. I am far from a big client in terms of assets, yet Barrett makes me feel as if my portfolio and future security is as important to him as if I had a bigger account. I am fortunate to have found him.

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 investments and I can always make changes as I see fit. The Team also suggest new products and ideas when available and they do follow up phone calls and emails! Keep up the good work Team Matauro!!!