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
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1000 Bridgeport Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dimatteofinancial.com
- HQ
- Shelton, Connecticut
- Competitors
- WholePerson Therapeutics LLC, HAWK Minded, Legacy Wealth Advisors of NY, KnowBe4, Target Retirement Solutions, Home Builders & Remodelers Association of Massachusetts (HBRAMA), Luke R. Smith Foundation, Fishwhistle Smokes, Investmark Advisory Group, Fairport Asset Management & Real Estate.
Dimatteo Group Financial Services Questions
Dimatteo Group Financial Services's website is dimatteofinancial.com
Dimatteo Group Financial Services's LinkedIn profile is https://www.linkedin.com/company/dimatteo-group-financial-services
Dimatteo Group Financial Services has
7 employees.
View email and phone details for 7
employees at Dimatteo Group Financial Services.
Dimatteo Group Financial Services's industry is
Financial Services
Dimatteo Group Financial Services's top competitors are
Wholeperson Therapeutics Llc,
Hawk Minded,
Legacy Wealth Advisors Of Ny,
Knowbe4,
Target Retirement Solutions,
Home Builders & Remodelers Association Of Massachusetts (Hbrama),
Luke R. Smith Foundation,
Fishwhistle Smokes,
Investmark Advisory Group,
Fairport Asset Management & Real Estate.
Dimatteo Group Financial Services's categories are Financial Services
Dimatteo Group Financial Services's founding year is 1960
