DiMatteo Group - Home

Overhead view of people in a meeting

Welcome to DiMatteo Group

We are an independent financial services firm focusing on corporate retirement plans for business owners small and large, as well as comprehensive college and financial planning for individuals and families. We have had the pleasure of helping clients pursue their financial dreams since 1990.

Our independent, unbiased platform allows us to be totally objective in advising our clients. We strive to provide our clients with customized strategies to their unique issues, personalized service, and best-in-class investment and insurance options. As a client, you will know that as long as we’re working for you, you don’t have to wonder if your money is working for you.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!). If you're not acquainted with our firm, please take some time to get to know us. DiMatteo Group sincerely looks forward to serving you!

Most Recent Article

Why You Need an Estate Plan for Your Digital Assets

View the article