Martin A. Federici, Jr.

AAMS
Retirement, Investing, Lifestage Based Planning
88%
Helpful
5
Answers
7
Articles
15
Followers
“Wealth management, investment advice, and financial planning with a purpose in mind - YOURS”
Firm:

MF Advisers, Inc.

Job Title:

CEO

Biography:

Martin A. Federici, Jr. is a graduate of Bloomsburg University (1996) and has been a licensed financial advisor since 2005. He is the CEO and one of the founding member of 2 financial businesses - MF Advisers, Inc. - RIA firm and fiduciary - and MF Tax & Accounting, Inc. - tax & accounting practice.  Both of these businesses officially started in Jan. 2011 and operate from 2 locations:  one in Dallas, PA; the other, in Jensen Beach, FL.

Federici has his Series 65 license, along with his AAMS professional designation from The College of Financial Planning.  His specialties include: 403(b) plans (for both organizations and individuals), investment advice & management, financial planning, retirement planning, and 401(k) plans (for both businesses and individuals).  Mr. Federici is a preferred 403(b) advisor for both the  Wyoming Valley West and the Dallas Area school districts, helping many educators to improve their overall financial pictures throughout the years of his service.

Federici states that MF Advisers, Inc.'s #1 priority - as an RIA firm and fiduciary - is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning.  As fiduciaries, MF Advisers, Inc. wants to improve their clients' financial situations and do what is in their absolute best interest each and every time without exception.  Running a tax & accounting practice also, Federici is very cognizant of how any financial decisions can affect clients' tax situations.

Federici is active in the local PA community as a member of several organizations (Back Mountain Chamber, Luzerne Merchants Association, and Plymouth Alive), and has coached/assisted with coaching various youth sports teams in the Dallas & Back Mountain areas of Pennsylvania .  He is happily married to his wife since 1999, and they have 3 beautiful children together.  His personal interests include running/exercising, eating well/healthy living, reading anything and everything, and making the world a better place.

Education:

BA, History, Bloomsburg University

Fee Structure:

Fee-Based
Hourly

CRD Number:

5060087

All Articles
Sort By:
Most Helpful
January 2017
    Tax Deductions / Credits, Taxes
December 2016
    Financial Planning, Personal Finance
November 2016
    Pensions, Retirement, Retirement Plans
October 2016
    Real Estate
September 2016
    Choosing an Advisor, Starting Out

All Answers
Sort By:
Most Helpful
    Financial Planning, 401(k), IRAs
Should I rollover my 403(b) into an IRA or 401(k)?
83% of people found this answer helpful

In general, you'll have the most investment options if your IRA is at a brokerage firm so your own IRA may make the most sense (depending on what type of investments you want to be able to invest in).  Your current 401(k) plan and old 403(b) plan probably have a limited number of investment choices (mostly mutual funds more than likely), and there's no guarantee that they are all quality options either (can only tell by reviewing both plan lineups for fund quality).  It's important to consider investment options, expenses, and weigh which options are most important to you.  We help our clients make these decisions often through a thorough review of all options and important points (costs, expenses, investment choices, investment quality, etc.), so your specific situation would need review as well.  Hope that helps you - we are always ready to help our clients with rollover decisions (they're not easy - keep that in mind).

5 weeks ago
    Investing, Starting Out
It's my first time investing and I would like to know whether to choose margin or cash?
67% of people found this answer helpful
April 2016
    Retirement, Annuities, IRAs
Should I transfer my variable annuity IRA?
0% of people found this answer helpful
September 2016
    Real Estate
When is the best time to purchase my first home, before or after the 2016 election?
0% of people found this answer helpful
April 2016
    IRAs, Retirement Plans
If I am no longer employed, can I roll over a 403(b) plan into an IRA?
September 2016