Client Experiences

Client Testimonials

Read client experiences with DiMatteo Group Financial Services and watch their video testimonials.

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Experiences Shared by Our Clients

Browse written client stories and video testimonials, with their accompanying disclosures.

401(k) Testimonials

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Our original 401(k) plan was set up in the early 2000s as a tax strategy recommended by our accountant. Unfortunately, the experience with the independent administrator was anything but beneficial. The reporting was consistently late, which resulted in penalties, and the administrative process was so difficult and costly that we ultimately decided to retire the plan altogether.

Working with DiMatteo Group Financial Services has been a breath of fresh air. The transition to the new 401(k) plan was smooth and seamless, and their team was with us every step of the way—providing guidance, answering questions, and ensuring every detail was handled professionally. The new plan is easy to operate, significantly lower in cost, and designed to carry the lowest level of fiduciary liability possible. Best of all, it’s now a real asset to our business and a meaningful benefit for our employees. We truly appreciate the clarity and peace of mind that the DiMatteo team has brought to the process.

The statement was provided 6/12/25 by Elizabeth Verna who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We’ve been working with John DiMatteo and DiMatteo Group Financial Services team for over a decade, starting a retirement plan from scratch with Access Hotel. Throughout the years, their exceptional customer service has been the main reason we’ve stayed with them. I receive sales calls from other advisors all the time, but no one provides the level of support that John’s team does. Anytime one of my employees had a question or needed guidance, they were always approachable and responsive, making sure we had the right answers when we needed them. Managing a retirement plan comes with challenges, and having a trusted advisor to navigate those bumps in the road has been invaluable. There’s a lot to learn about fiduciary responsibilities, but John’s team, especially Dave Attolino, has been there to provide the resources and insights we needed. I always reassure my employees that we have a dedicated team looking out for our plan and making sure everything runs smoothly. When it comes to vendors, attorneys, and insurance providers, John’s team ranks at the top—especially from a customer service standpoint. Having Dave and Matt as a support system has been a game changer. Understanding the complexities of 401(k) plans can be overwhelming, but they simplify the process and make sure we feel confident in every decision we make. Transitioning from Principal to BPAS and now to the pooled plan with TAG has been one of the best decisions we’ve made. With our previous providers, I was spending hours manually enrolling employees and double-checking payroll submissions—even when BPass helped automate part of the process, it still took a significant amount of time. Now, with TAG, everything runs automatically. Matt Banks from Transamerica has been incredibly responsive—anytime we had a question or issue, he was there to resolve it immediately.The benefits of this transition go beyond just efficiency. The new system is seamless for our employees, giving them easy access to adjust their contributions without needing to reach out to me. In the past, we felt like just a number with Principal. Now, we have a dedicated team supporting us every step of the way. The time savings alone have been substantial—on average, we’re saving about 10 hours per month, and that number could double when dealing with audits or other compliance matters. More than that, the peace of mind knowing that we have a strong, reliable team managing our plan is priceless. Switching to the PEP was absolutely the right move, and I couldn’t be happier with the support from John and his team.

The statement was provided March 31, 2025 by Karyn Walter who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

During my research on a 401(k) solution for our agency, I came across PIA and discovered that “The PIA 401(k) Plan provides what employees want and what independent agents need to deliver it, in an efficient and cost-effective way.” After watching the video on their website, I submitted an inquiry to learn more and explore PIA membership.

Ultimately, I joined PIA because their 401(k) solution appeared to be both cost-effective and easier to implement than anything I had previously considered. I’m so glad we made this change—not just for ourselves as owners, but for our staff and future hires.

John DiMatteo and his team are absolutely amazing! Along with PIA affiliates TAG and Transamerica, they made the entire process seamless, easy to understand, and—based on all my research—one of the most affordable options to set up and maintain.

Do yourself a favor and get connected with PIA and John DiMatteo’s team. You won’t regret it!

The statement was provided February 14, 2025 by Sierra Knight Magee who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

John and his team are always willing to help and provide helpful information/advice. They go the extra mile to make sure you are well-informed! So glad we were connected through PIA!

The statement was provided December 13, 2024 by Brian P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

The DiMatteo Group Financial Services has worked diligently with us throughout the whole process of transferring our 401(k), making it a much lighter lift on our side of things. We signed the DiMatteo Group Financial Services on as the advisors on our prior plan, which allowed them to work with our former recordkeeper to facilitate a much smoother transition into the PIA’s 401(k) program. They worked with us throughout the whole onboarding process, making sure our team was informed on all the changes being made.

Joining the PIA’s 401(k) program has also allowed us to shift a majority of responsibilities that previously fell on our plate to some of the program’s service providers. This lets us spend less time worrying about running the 401(k), allowing us to focus more on the day-to-day of the business.

The statement was provided November 25, 2024 by Murray W. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

When I started EG Home, I set up a SIMPLE IRA so I could offer employees a required benefit, at first it worked well. I administered the program and made the monthly contributions; I only had a few people on my team, so I was able to advise them and help them plan their financial future. As we grew my ability to manage the now “not so SIMPLE IRA” decreased and my ability to give my team personal attention on their finances and wealth strategy ceased.

John and his team showed up with the HBRA Retirement Program at the perfect time. They made the transition easy, funding easy, and the administration easy but more importantly my team has the financial coaching and education that I could no longer provide.

Our people are EG Home’s number one asset, it is important to us that each team member create wealth to meet their individual life goals, John and his team are available and ready to help with just that all while adding benefit to the HBRA.

The statement was provided 9/19/24 by Matthew G, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

The transfer of our 401K Plan to Tag/Transamerica couldn’t have come at a better time for us and I am very happy with the results The DiMatteo Group Financial Services has helped achieve for my company. During today’s challenging times, not only did the new plan substantially reduce our expenses, but it shifted considerable fiduciary responsibility concerns and paperwork to TAG Resources, allowing me to focus on running my business. The people at Tag Resources handled the entire transition from beginning to end and walked me through it without any issue. This has been a win all around for us and I strongly recommend that others give this program a look.

The statement was provided 5/18/2023 by Garret Cook who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Market Alternatives, LLC was in search of a firm to assist with starting a 401K Plan for our employees. After researching the market, we found the PIA 401K was the perfect fit in terms of low cost, ease of operation and in limiting our liability. The DiMatteo Group Financial Services was lead in coordinating the whole process and it went very smoothly. I would recommend it to anyone. Feel free to call me with any questions regarding our experience.

The statement was provided 5/18/2023 by Larry DePauw who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

HBRA 401(k) Video Testimonial

Ted Brown

The statement was provided 1/11/23 by Ted Brown who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed

Chris Nelson

The statement was provided 1/11/23 by Chris Nelson who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Anthony DeRosa

The statement was provided 1/11/23 by Anthony DeRosa who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed

Bob Wiedenmann

The statement was provided 1/11/23 by Bob Wiedenmann who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

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