What services does the company offer?

The company offers a range of financial services, including retirement planning, wealth management, tax planning, and college savings. They specialize in providing personalized strategies to help clients achieve their financial goals.

Where is the company located?

The company is located in Connecticut, serving clients in Shelton CT and Fairfield CT.

What is the company's approach to financial planning?

The company's approach to financial planning is focused on helping clients achieve balance in their life, family, and work. They aim to be trusted financial partners, providing dependable advice to help clients live their desired lives.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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DiMatteo Group Financial Services

$1.8M revenue • 8 employees • 1000 Bridgeport Ave Ste 506, Shelton, CT, 06484, United States

Last Updated Jul 17, 2026

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Company Overview

Company Name

DiMatteo Group Financial Services

Address

1000 Bridgeport Ave Ste 506, Shelton, CT, 06484, United States

Website

dimatteofinancial.com

Phone

(203) 924-5420

Approx. Annual Revenue

$1.8M

Employees

Established

2008

Google Reviews

5.0 (120 reviews)

Google Business Category

Financial planner

About DiMatteo Group Financial Services

This financial planning and wealth management firm is based in Shelton, Connecticut, specializing in retirement planning, tax planning, and college savings. They provide personalized strategies to help clients achieve their financial goals, with a focus on providing dependable financial advice and guiding clients through market fluctuations.

Business Profile

Read from the DiMatteo Group Financial Services website on Oct 25, 2026. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

Family-owned

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Complete service and contact info

Recent changes

What changed on the DiMatteo Group Financial Services website and Google listing, as detected by Coldlytics on each visit.

Oct 25, 2026
Estimated revenue band moved from $2.5M-5M to $1M-2.5M
Oct 25, 2026
Estimated headcount moved from 11-20 to 6-10 employees
Oct 25, 2026
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Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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DiMatteo Group Financial Services

Company Overview

Company Name

Address

Website

Phone

Approx. Annual Revenue

Employees

Established

Google Reviews

Google Business Category

About DiMatteo Group Financial Services

Business Profile

Ownership (as declared by the business)

About the website

Recent changes

Financial Advisor Companies near Shelton, CT

Frequently Asked Questions about DiMatteo Group Financial Services

What services does the company offer?

Where is the company located?

What is the company's approach to financial planning?

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Key Decision Makers