Guidance for all who seek it.
For the past 60 years, we’ve served as your trusted financial partners. Here’s to the next 60.
Our Vision
Dependable financial advice helps you live your life. We’d love to be your partner in pursuing your goals.
Serving Your Needs
Financial Planning
Comprehensive planning to help you accumulate assets, navigate taxes, and save for retirement.
Wealth Management
Steady, experienced guidance to see you through market highs and lows.
Corporate Retirement Solutions
Assistance designing a retirement plan that suits your goals and those of your employees.
Pooled 401(k) Plans
Learn about the lower costs in this emerging plan type and how it can help you reduce your liability as a plan sponsor.
A plan can help get you where you want to go. We offer full-spectrum financial services, plus tailored guidance on how to put them in action.
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.
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.
I’ve been doing business with the DiMatteo family for over 25 years and working with the third generation of family members. They’re more than a business acquaintance, they’re like a family. Thank you for all your support throughout the years.
- Jose Costa
The statement was provided 05/19/2023 by Jose Costa who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
DiMatteo Group Financial Services breaks complex financial matters down into understandable terms and they are always available for me when I have questions or concerns. I feel very comfortable because of the family atmosphere DiMatteo Group provides, and I trust that they are proactively looking out for my interests at all times. I especially like the timely and reassuring market updates during volatile times.
- Joseph Gessaroli
The statement was provided 05/17/2023 by Joseph Gessaroli who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
My wife and I have been very happy with the financial advice from the DiMatteo Group for a long time. We strongly recommend John and his staff to potential future clients. We are also happy with the coordination that exists with the DiMatteo tax services especially his sister Rose who has been doing our taxes for many years. This is a wonderful family run business.
- John DaPonte
The statement was provided 6/30/2024 by John DaPonte who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
I highly recommend DiMatteo Group. They are an honest group of caring people with the highest level of integrity and trust. They have been managing my investment portfolio and year end taxes for almost two decades. I always look forward to my meetings with John DiMatteo, where he carefully explains things and discusses ways my wife and I can be prepared for our future in retirement. John is always professional and respectful and is someone that I truly trust with my finances.
If you are looking for a group to manage your finances that cares and treats you more like family than clients, you should set up a meeting and see how they can put your financial mind at ease.
- Paul LaPlaca
The statement was provided 12/23/2024 by Paul LaPlaca who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed
I have been working with the DiMatteo Group for over a decade, and I couldn't be happier with the level of service and expertise I've received. John and his team have been instrumental in helping my family navigate through various financial decisions, from investments to retirement planning.
What stands out the most is the DiMatteo Group's deep knowledge of the market and their ability to explain complex financial concepts in a clear and understandable manner. They took the time to understand my financial goals and tailored a plan that aligns perfectly with my objectives.
Their professionalism and responsiveness are top-notch. Whenever I have questions or need clarification, John and his team are always there to provide timely guidance and support. I truly appreciate their dedication to my financial well-being.
I highly recommend DiMatteo Group to anyone looking for a trustworthy and knowledgeable financial advisor who genuinely cares about their clients' financial success.
- DJ Martin
The statement was provided 7/2/2024 by DJ Martin who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Our Team
We’re a multi-generational, family-owned business with more than 60 years of combined experience. These are the excellent, indispensable people who make it all work.
What is a CFP®?
Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is a great way to get on track for retirement. To obtain the CFP® credentials, professionals must meet specific experience requirements as well as ongoing training and education. A CFP® can look at your whole financial picture to provide advice tailored more to your individual situation. In addition, by committing to act as a fiduciary when providing you with financial advice, a CFP® will ensure that your best interests remain a top priority.
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Let's Connect
We’re ready to start planning your future whenever you are. Reach out to our team to begin.

Target Retirement Solutions is a division of DiMatteo Group- Florida Inc.



