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 * Home
 * About Us 
   * Our Story
   * Meet Our Team
   * Our Process
   * Our RIA-Broker/Dealer
   * Our Planning Team
   * Our Research Team
   * Our Retirement Team
   * DiMatteo Family Charitable Foundation
 * Services 
   * College Planning
   * Corporate Retirement Planning
   * Financial Planning
   * Retirement Planning
   * Tax Planning
   * Wealth Planning
 * Target Retirement Solutions 
   * Target Retirement Solutions
   * For Employers
   * For Employees
 * Resources 
   * Videos
   * Testimonials
   * Market News
   * Financial Guidance
   * Financial Calculators
 * State-Mandated Plan
 * Contact Us

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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.

How We Help


OUR VISION

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

FINDING BALANCE

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

See How We Do It

RISING TOGETHER

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

See How We Do It


SERVING YOUR NEEDS

FINANCIAL PLANNING

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

Learn more

WEALTH MANAGEMENT

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

Learn more

TAX STRATEGY

Tailored strategies to help you reduce your tax burden.

Learn more

CORPORATE RETIREMENT SOLUTIONS

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

Learn more

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.

Learn more

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.

View All Services


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



Learn more


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.


WE ARE PROUD MEMBERS OF:




LET'S CONNECT

We’re ready to start planning your future whenever you are. Reach out to our
team to begin.

Contact Us

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

Learn more


CONNECT WITH US


 * About Us
   * Our Story
   * Meet Our Team
   * Our Process
   * Our RIA-Broker/Dealer
   * Our Planning Team
   * Our Research Team
   * Our Retirement Team
   * DiMatteo Family Charitable Foundation

 * Services
   * College Planning
   * Corporate Retirement Planning
   * Financial Planning
   * Retirement Planning
   * Tax Planning
   * Wealth Planning

 * Target Retirement Solutions
   * Target Retirement Solutions
   * For Employers
   * For Employees

 * Resources
   * Videos
   * Testimonials
   * Market News
   * Financial Guidance
   * Financial Calculators

 * State-Mandated Plan

 * Contact Us

CONTACT

Office: 203.924.5420

1000 Bridgeport Avenue

Unit 506

Shelton, CT 06484

jdimatteo@dimatteofinancial.com

QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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material provided are for general information, and should not be considered a
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the California Consumer Privacy Act (CCPA) suggests the following link as an
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Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 DiMatteo Group Financial Services



DiMatteo Group Financial Servicese 1000 Bridgeport Ave, Unit 506, Shelton, CT
06484 | 17715 Gulf Blvd, Unit 601, Redington Shores, FL 33708 | P 203.924.5420

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product or security.

Form CRS: Client Relationship Summary

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