We provide a full array of planning and investment services to match with varied needs and goals. While we do focus on corporate retirement plans and college and financial planning for individuals and families, we can also help you with any financial need.
Whatever services we provide to you, our work with you doesn't stop once you've established an account, attained a plan, or implemented product solutions. We continuously monitor the progress your money is making. And we'll meet regularly with you to make sure your strategy continues to match with your circumstances.
Our Ideal Client
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. Whether we are working with our business owners or with individuals on their planning needs, at DiMatteo Group, we make it a priority to get to know our clients.
Like most people, we enjoy working with people we like. Who you are as a person matters to us as we tend to think of our clients as our friends. When you work with DiMatteo Group, don't be surprised if you ever get a phone call from us just to say hi and check in. And don't hold back if you want to do the same or if you need to discuss your finances.