Expert Financial Advisory & Financial Planning Services for Your Business
DiMatteo Financial Group provides fee-based investment advisory and financial planning services for businesses throughout Chadds Ford, Pennsylvania. We work with clients to build custom portfolios according to your objectives. Our approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. We help you select mutual and exchange-traded funds (ETFs) by rating criteria, such as the fund manager’s tenure and overall career performance. Our team may recommend redistributing investment allocations to diversify a portfolio in an effort to reduce risk and increase performance. Additionally, we may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. Our team focuses on investment advisory and portfolio management—we do not provide securities custodial or other administrative services.
Our Areas of Expertise Include
• Retirement Planning • 401k Rollovers • IRAs • Roth IRAs • SEP IRAs • IRA Rollovers • Traditional IRAs
• 401k Plans • Old 401ks • Roth 401ks • 403bs • Long-Term Care Insurance • 403b Plans • Life Insurance
Financial Advisory Services
Our advisors provide a wide variety of advisory services, such as making recommendations for portfolio customization based on your investment objectives, goals, and financial situation. We also offer tailored investment advice and make recommendations relating to investment strategies.
DiMatteo Financial Group
DiMatteo Financial Group works a variety of investments firms to assist with financial needs. As well as with a variety of insurance groups to help with your health insurance needs. John DiMatteo previously worked at Vanguard for more than a decade and has the experience to find solutions that work best for you.
Group Health Insurance
Find a group health insurance plan that works best for your business with DiMatteo Financial Group of Chadds Ford, Pennsylvania. We sell life, accident, and other lines of insurance from various trusted providers.
We purchase insurance products for our clients and receive separate, yet typical compensation in the form of commissions for the purchase. This creates a conflict of interest because of the receipt of additional compensation by our advisory firm. Clients are not obligated to use DiMatteo Financial Group for insurance product services, however, no advisory fee is associated with these insurance products.
Contact us at (610) 388-7125 in Chadds Ford, Pennsylvania, for expert financial planning tailored to your unique needs.