DiMatteo Group Financial Services

As a Professional Retirement Plan Advisory Firm, we help business owners and their employees get the most out of their retirement plans. o Business owners benefit from tax savings and employee retention as well as avoiding the many potential potholes of running a plan, saving you and your staff time administering the plan. o Employees understand and utilize the plan to the fullest so they can retire when they want to. On the individual side, we help our clients prepare for a successful retirement by looking at their complete financial picture and use the best products to help them such as 529 plans for college funding, retirement plans of all types and Life and disability insurance to protect their families and income. o We do this in a way that always puts the client’s needs first in providing solutions. o Then we follow them all the way through the many stages of their life updating and adjusting as needed. That is what makes us different. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. DiMatteo Group Financial Services, 1000 Bridgeport Avenue, Suite 506, Shelton, CT 06484, (203) 924-5240. This communication is strictly intended for individuals residing in the states of CO, CT, FL, GA, IN, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Website

http://www.dimatteofinancial.com/

External link for DiMatteo Group Financial Services

Industry

Financial Services

Company size

2-10 employees

Headquarters

Shelton, Connecticut

Type

Self-Owned

Founded

1960

Specialties

Financial Planning, Wealth Management, Life Insurance, and 401k Plan Management