DiMatteo Group Financial Services | Financial Planning in Shelton, CT

Our Vision

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

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Finding Balance

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

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Rising Together

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

Serving Your Needs

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Financial Planning

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

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Wealth Management

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

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Tax Strategy

Tailored strategies to help you reduce your tax burden.

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Corporate Retirement Solutions

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

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

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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 more than 60 years of combined experience. These are the excellent, indispensable people who make it all work.

​Meet Our Team​

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