DiMatteo Group Financial Services | Financial Planning in CT and FL

    Our Vision

    Dependable financial advice helps you live your life. We’d love to be your partner in pursuing your goals.

    home-finding-balance

    Finding Balance

    Planning can help you achieve balance in your life, family, and work.

    home-rising-together

    Rising Together

    We’re connectors, pursuing a vision of bringing everyone up together.

    Serving Your Needs

    A plan will get you where you want to go. We offer full-spectrum financial services, plus tailored guidance on how to put them in action.

    financial-planning-icon

    Financial Planning

    Comprehensive planning to help you accumulate assets, navigate taxes, and save for retirement.

    wealth-management-icon

    Wealth Management

    Steady, experienced guidance to see you through market highs and lows.

    corporate-retirement-solutions-icon

    Corporate Retirement Solutions

    Assistance designing a retirement plan that suits your goals and those of your employees.

    tax-planning-icon

    Tax Strategy

    Tailored strategies to help you reduce your tax burden.

    View All Services

    Who We Work With

    Families

    We help families think ahead, save for college, protect themselves from ‘what-ifs,’ navigate inheritances, and more.

    Retirees

    There are many ways to fund retirement. We can help you identify which ones offer you the best potential benefits.

    Business Owners

    Leverage our experience with small businesses as you think through retirement plans, distributions, and succession planning.

    ​Schedule a Call​

    Tackling Your Goals

    As an investor, you’d be wise to ask your advisor about their process. We use a time-tested, six-step process that helps us get to know each other and leads us to your custom financial solutions.

    ​The Six Steps

    Our Team

    We’re a multi-generational family-owned business with over 60 years of combined experience. These are the excellent, indispensable people who make it all work.

    ​Meet Our Team​

    Dimatteo-team