DIMATTEO FINANCIAL GROUP
DIMATTEO FINANCIAL GROUP is a renowned financial services firm that has been serving clients for over 20 years. With a team of experienced advisors and a wide range of services, they have helped countless individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
DIMATTEO FINANCIAL GROUP specializes in providing personalized financial solutions to their clients. They work closely with each client to understand their unique needs and goals, and then develop a customized plan to help them achieve financial success.
Some key takeaways of working with a DIMATTEO FINANCIAL GROUP advisor include:
- Expertise in various areas of finance including retirement planning, investment management, tax planning, and more.
- Access to a wide range of financial products and services.
- A thorough and personalized approach to financial planning.
- Ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights
To understand the scope and success of DIMATTEO FINANCIAL GROUP, let’s take a look at some key facts and insights about the firm:
- Assets Under Management: DIMATTEO FINANCIAL GROUP currently manages over $500 million in assets.
- Number of Advisors: The firm has a team of 10 experienced advisors who specialize in different areas of finance.
- Time in Business: DIMATTEO FINANCIAL GROUP has been in business for over 20 years, and has established a strong reputation for providing high-quality financial services.
Financial Services Offered
DIMATTEO FINANCIAL GROUP offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the key services they provide include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
Client Types
DIMATTEO FINANCIAL GROUP serves a diverse client base, which includes individuals, families, and businesses. Their clients come from all walks of life, and the firm takes pride in their ability to provide tailored financial solutions to meet the unique needs of each client.
Fees & Compensation
DIMATTEO FINANCIAL GROUP charges a fee for their services, which is based on a percentage of the assets under management. This fee may vary depending on the complexity of the client’s financial situation and the services provided.
The firm is committed to transparency and will fully disclose all fees and compensation structures to their clients before any services are rendered.
Background
DIMATTEO FINANCIAL GROUP was founded in 1999 by John DiMatteo, a seasoned financial advisor with over 30 years of experience in the industry. His goal was to create a firm that could provide comprehensive and personalized financial services to individuals and businesses alike.
Over the years, the firm has expanded and now has a team of advisors with diverse backgrounds and expertise. They are constantly staying up-to-date with the latest developments in the financial industry to provide their clients with the best possible advice and guidance.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand their disclosures to ensure that you are making an informed decision. Here are some important disclosures to know about DIMATTEO FINANCIAL GROUP:
- All advisors are registered representatives and investment advisor representatives with LPL Financial, a leading broker-dealer and registered investment advisor.
- DIMATTEO FINANCIAL GROUP may receive commissions from the sale of insurance and annuity products.
- Advisors are not allowed to offer tax or legal advice. They may work with your existing tax and legal professionals to align your financial strategies.
With a commitment to transparency and client satisfaction, DIMATTEO FINANCIAL GROUP is a trusted name in the financial