People who take your planning personally.

Your financial questions deserve time, attention, and clear answers.

At DiMatteo Group Financial Services, we start by getting to know you, the people you care about, the decisions ahead, and what you hope to accomplish.

Get in Touch

As a multigenerational, family-owned financial firm, we bring a personal perspective to planning. We listen carefully, explain your options, and help you understand your next steps.

From Connecticut to Florida, we build relationships that grow with you through retirement, life’s transitions, and the generations ahead.

Get to Know Us

John DiMatteo — CEO | Financial Engineer

John DiMatteo, CFP®, CPFA®

CEO | Financial Engineer

My engineering background shaped my attention to detail. Working in our family business taught me the importance of personal relationships. Today, I bring both perspectives to financial planning alongside my daughter, Jessica, and son, Michael.

Jessica LaChance — Director of Financial Planning

Jessica LaChance, CFP®, MBA

Director of Financial Planning

I joined DiMatteo Group in 2020 and later earned my MBA from the University of Tampa. Working alongside my family, I help develop financial plans that reflect each client’s circumstances. Outside work, I enjoy horseback riding.

Matthew Schock — Director of Retirement Education

Matthew Schock, QPFC®, (k)RS™

Director of Retirement Education

Helping people understand their options drew me to this work. I support clients and advisors as they navigate retirement plan questions and processes. Outside the office, I enjoy hiking and spending time with my golden retriever, Elsa.

Michael DiMatteo — Director of Business Development

Michael DiMatteo, QPFC®

Director of Business Development

My background includes technology sales and cybersecurity. At our family firm, I support advisors with business retirement plans and 401(k) strategies. Building relationships, continuing to learn, and showing up for others shape how I approach my work.

A Family Perspective on Your Financial Future

Financial decisions often reach beyond one person. Preparing for retirement may also mean considering a spouse’s priorities, supporting children, or thinking about the future of a business.

Our personal financial planning services help you consider those connections. We work with you to understand your own needs alongside the people and generations connected to you.

01

We Listen First

Your circumstances guide the conversation. We take time to understand what matters to you before discussing possible next steps.

02

We Make Room for Questions

You should feel comfortable asking for an explanation. We use clear language and help you understand how your options relate to your goals.

03

We Look Ahead With You

As your priorities change, new questions will arise. Our six-step financial planning process provides a foundation for understanding your goals and revisiting your financial decisions over time.

Guidance for Your Next Chapter

You may be building a financial foundation, approaching retirement, or adjusting to a new stage of life.

Our team helps you work through those decisions with thoughtful explanations and practical next steps. With retirement planning at the center of our work, we consider how today’s priorities connect to the future you’re preparing for.

For business owners and employers, we also help explore workplace retirement plan options that reflect the needs of the business and its employees.

Explore Our Services

Serving You From Connecticut and Florida

Our team helps individuals, families, and business owners prepare for retirement and navigate important financial decisions from our locations in Shelton, Connecticut, and Redington Shores, Florida.

Connecticut

1000 Bridgeport Avenue, Unit 506
Shelton, CT 06484

Florida

17715 Gulf Boulevard, Unit 601
Redington Shores, FL 33708

Phone & Email

Phone: 203.924.5420
Email: info@dimatteofinancial.com

Let’s Get to Know Each Other

Choosing a financial planning team starts with a conversation.

Tell us what’s on your mind, what you’re working toward, and where you could use guidance. We’ll listen, answer your questions, and discuss how we may be able to help.

Schedule a Conversation