What People love about this company
DiMatteo Group Financial Services is a trusted, family‑owned financial advisory firm in Connecticut with decades of combined experience. Whether you’re looking for a financial advisor near me, a financial planner near me, or a financial advisor in CT, our team provides expert guidance on investments, retirement planning, and long-term wealth management.
DiMatteo Group Financial Services is a trusted, family‑owned financial advisory firm in Connecticut with decades of combined experience. Whether you’re looking for a financial advisor near me, a financial planner near me, or a financial advisor in CT, our team provides expert guidance on investments, retirement planning, and long-term wealth management.
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
A
Adam Cusano
Partnering with DiMatteo Group Financial Services and Target Retirement Solutions has been one of the best financial decisions I’ve made. Their approach to wealth management and 401(k) planning is thoughtful, strategic, and personalized. They really take the time to understand your situation and provide clear, actionable guidance that makes you feel secure about the future.What sets them apart is their consistency and trustworthiness. I’ve always felt confident knowing they have my best interests at heart and are committed to helping me succeed over the long term. I highly recommend them to anyone looking for a reliable, knowledgeable partner in their financial journey.
Z
Zackary Dumas
I've had an exceptional experience working with DiMatteo Group Financial Services. Their team is incredibly knowledgeable, professional, and genuinely invested in helping me succeed financially. From wealth management to 401K planning, they took the time to understand my goals and tailor a strategy that fits my specific needs.What really sets them apart is their attention to detail and the level of care they provide. I’ve always felt confident and informed every step of the way. Whether you're planning for retirement, growing your portfolio, or optimizing your company’s retirement plan, I can’t recommend DiMatteo Group enough. They’re truly a partner you can trust with your financial future.
C
Clair Meehan
The team at DiMatteos Group Financial Services consistently showcases outstanding expertise. Their work is driven by passion and assurance, reflecting deep knowledge across all aspects of the business. They are remarkably supportive, genuinely dedicated to your success, and go above and beyond to ensure you thrive. Truly exceptional and approachable professionals!
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
Z
Zackary Dumas
I've had an exceptional experience working with DiMatteo Group Financial Services. Their team is incredibly knowledgeable, professional, and genuinely invested in helping me succeed financially. From wealth management to 401K planning, they took the time to understand my goals and tailor a strategy that fits my specific needs.What really sets them apart is their attention to detail and the level of care they provide. I’ve always felt confident and informed every step of the way. Whether you're planning for retirement, growing your portfolio, or optimizing your company’s retirement plan, I can’t recommend DiMatteo Group enough. They’re truly a partner you can trust with your financial future.
A
Adam Cusano
Partnering with DiMatteo Group Financial Services and Target Retirement Solutions has been one of the best financial decisions I’ve made. Their approach to wealth management and 401(k) planning is thoughtful, strategic, and personalized. They really take the time to understand your situation and provide clear, actionable guidance that makes you feel secure about the future.What sets them apart is their consistency and trustworthiness. I’ve always felt confident knowing they have my best interests at heart and are committed to helping me succeed over the long term. I highly recommend them to anyone looking for a reliable, knowledgeable partner in their financial journey.
C
Clair Meehan
The team at DiMatteos Group Financial Services consistently showcases outstanding expertise. Their work is driven by passion and assurance, reflecting deep knowledge across all aspects of the business. They are remarkably supportive, genuinely dedicated to your success, and go above and beyond to ensure you thrive. Truly exceptional and approachable professionals!
Sellers can share their experiences working with customers here.