Testimonial

    If you’re working toward your dreams, we’re here to support you. Together, we’ll tailor
    our services to your needs, but here’s a taste of what we can offer.

    Individual Wealth Management Testimonials

    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.

     

    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.

    401(k) Testimonials

    The transfer of our 401K Plan to Tag/Transamerica couldn’t have come at a better time for us and I am very happy with the results The DiMatteo Group has helped achieve for my company. During today’s challenging times, not only did the new plan substantially reduce our expenses, but it shifted considerable fiduciary responsibility concerns and paperwork to TAG Resources, allowing me to focus on running my business. The people at Tag Resources handled the entire transition from beginning to end and walked me through it without any issue. This has been a win all around for us and I strongly recommend that others give this program a look.

    - Garret Cook, Cyclone Home Systems

    The statement was provided 5/18/2023 by Garret Cook 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.

    Market Alternatives, LLC was in search of a firm to assist with starting a 401K Plan for our employees. After researching the market, we found the PIA 401K was the perfect fit in terms of low cost, ease of operation and in limiting our liability. The DiMatteo Group was lead in coordinating the whole process and it went very smoothly. I would recommend it to anyone. Feel free to call me with any questions regarding our experience.

    Larry DePauw, Market Alternatives

    The statement was provided 5/18/2023 by Larry DePauw 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.

     

    HBRA 401(k) Video Testimonial - Ted Brown

    The statement was provided 1/11/23 by Ted Brown 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

     

    HBRA 401(k) Video Testimonial - Chris Nelson

     

    The statement was provided 1/11/23 by Chris Nelson 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.

     

    HBRA 401(k) Video Testimonial - Anthony DeRosa

     

    The statement was provided 1/11/23 by Anthony DeRosa 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

    HBRA 401(k) Video Testimonial - Bob Wiedenmann

     

    The statement was provided 1/11/23 by Bob Wiedenmann 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.