DiMatteo Group Financial Services - Shelton, Connecticut

El "DiMatteo Group Financial Services" es una empresa dedicada a la planificación financiera, ubicada en 1000 Bridgeport Ave Suite 506, Shelton, CT 06484. Puedes contactarlos telefónicamente al 2039245420 o visitar su página web dimatteofinancial.com. Está especializado en la prestación de servicios de planificación financiera, siendo su principal objetivo ayudar a sus clientes a alcanzar sus metas financieras a largo plazo.

Entre sus características destacadas, encontramos que la entrada, el estacionamiento y los sanitarios están accesibles para personas en silla de ruedas, lo que permite una fácil accesibilidad para todos los clientes. Sin embargo, se recomienda concertar una cita previa antes de visitar la oficina.

Con una gran trayectoria en el sector financiero, "DiMatteo Group Financial Services" ha obtenido un gran reconocimiento entre la comunidad. De acuerdo con las valoraciones en Google My Business, esta empresa cuenta con un total de 105 opiniones y una calificación media de 5/5, lo que demuestra su compromiso y excelencia en el servicio.

Asimismo, el enfoque personalizado y la atención a detalle brindada por sus profesionales, sumado a su amplia experiencia en el área financiera, hacen de este grupo un referente en la industria. Además, sus servicios están diseñados para adaptarse a las necesidades únicas de cada cliente, ofreciendo soluciones financieras personalizadas para lograr el éxito en el ámbito económico.

👍 Opiniones de DiMatteo Group Financial Services

Paul L.

5/5

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.

John G.

5/5

I've had the pleasure of working with the team at DiMatteo Group Financial Services, and I couldn't be more impressed. They are highly professional, knowledgeable, and always focused on delivering the best outcomes. Their commitment to helping clients achieve financial success is evident in everything they do. It's been a great experience working with such a dedicated and skilled team!

Michael V.

5/5

It was our good fortune to find DiMatteo Group Financial Service several years ago. From doing tax work, to monitoring our investments, DiMatteo Group deserves 5+ star reviews. Currently, John Esposito is our financial guru, making whatever modifications to our holdings that would most benefit us…of course always consulting with us first if we were okay with such modifications. Recommend this financial group? Absolutely, without any reservations!

Rosemarie E.

5/5

John Esposito from DiMatteo Group Financial Services, is very professional & knowledgeable. When we have our reviews, he makes it very simple to understand. Our portfolio has grown substantially since we have been working with him, so that we are prepared to retire comfortably. Thank you, John for all of your hard work & dedication to our account. We highly recommend John Esposito at DiMatteo Group Financial Services for your investment needs.

P G.

5/5

DiMatteo Group was wonderful with helping manage my parent's estate and investments. Kudos to both John E. and Emily P. for the patience, wisdom and invaluable advice they provided, helping me through the entire process, including paperwork, planning and the entire process. I highly recommend them without hesitation.

Guy J. P.

5/5

DiMatteo Group Financial Services is a great group of people. They are always looking for ways to maximize your investments. When I send them my tax clients, I always receive good feedback. John Esposito has been working with my business clients from SEP, Solo 401K, IRA contribution, College saving plans, etc. I will recommend this firm to anyone with investment questions or any small accounting firm to partner with.

Donna D.

5/5

John DiMatteo has been my financial planner for over 7 years now after I was very dissatisfied with my previous advisor. John has demonstrated an excellent understanding of my financial needs and goals. We evaluate my funds a few times a year where he delivers his advice in a clear and relevant manner.
I have complete confidence and satisfaction in him and his professional abilities and could not be happier and would highly recommend.

Shauna C.

5/5

Working with this company has given me peace of mind and faith in the people who work with money and numbers. I trust DiMatteo Group Financial Services through and through. Time and time again they over perform for me and give me the honest truth. I would trust no other than this company with my assets. I work with John and Jessie and could not be happier. HIGHLY HIGHLY RECOMMEND.