DiMatteo Group Financial Services

DiMatteo Group Financial Services Helping Families and Businesses meet their financial goals since 1990

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.True. ...
06/02/2026

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.

True. And it's not even close.

96 OF THE 100 LOWEST NUMBER OF WEEKLY MORTGAGE APPLICATIONS SINCE 1999 HAVE HAPPENED IN THE LAST 3 YEARS! (according to the Mortgage Bankers Association's Mortgage Application Index)

Yet, unemployment today is a fraction of what it was during the financial crisis.

People aren't staying out of the market because they can't qualify. The market is gridlocked. Here's why. 👇

1️⃣ Millions of homeowners locked in at 3 percent during the pandemic. Selling means giving that up for another mortgage that may have a higher interest rate. So they're not moving.

2️⃣ If existing owners aren't selling, inventory can become thin, prices might stay elevated, and buyers wait for something to change.

3️⃣ Most are waiting for rates to drop. But when they do, demand may pick up, competition returns, and that window closes faster than expected.

Here's the truth about market timing: it almost never works the way people picture it.

The better question isn't "When is the right time to buy?" It's "Am I financially ready to move when the right opportunity comes?" 📋

We had a great time last week at the HBRA Night at the Ballpark, supporting Past Presidents Night and the Scholarship Pr...
06/02/2026

We had a great time last week at the HBRA Night at the Ballpark, supporting Past Presidents Night and the Scholarship Presentation! ⚾

Our President, John DiMatteo, attended alongside our Director of Financial Planning, Jessica LaChance, and Steven LaChance, enjoying an evening of community, connection, and baseball—while proudly rooting on the Yard Goats.

We’re also proud to have sponsored this special event and to support the next generation of talent. Congratulations to all of the scholarship winners—we’re excited to see what the future holds for each of you! 🎓

No one plans on needing long-term care—but many families find themselves navigating it without a clear roadmap.Join us f...
06/01/2026

No one plans on needing long-term care—but many families find themselves navigating it without a clear roadmap.

Join us for our upcoming LTC Seminar on June 25 (12:00 PM – 1:00 PM, online).

We’ll take a closer look at:
🔹 What’s at stake for families
🔹 How gaps in planning show up in real life
🔹 What a thoughtful, proactive long-term care strategy can look like

This session is designed to provide practical insights and next steps so you can better prepare and protect the people who matter most.

👉 Register below:

Microsoft Virtual Events Powered by Teams

🏡🎉 A BIG congratulations is in order! 🎉🏡We’re so excited to celebrate our Director of Business Development, Michael DiMa...
05/29/2026

🏡🎉 A BIG congratulations is in order! 🎉🏡

We’re so excited to celebrate our Director of Business Development, Michael DiMatteo, on his closing day earlier this week and beautiful new townhouse in sunny St. Petersburg, Florida! ☀️🌴

Michael, we’re so proud of you and can’t wait to see all the memories you’ll make in your new home. Cheers to this next chapter! 🥂🔑

👇 Help us congratulate Michael!

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.Today, we rem...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

Cap and gown season is here. 🎓A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳The late nig...
05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it. ❤️

For the new grads, a few things to consider as you start this next chapter:

➡️ Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Understand your student loans: what you owe, the interest rates, and when payments start.

➡️ Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏

Who else has a pet that runs the household? 🙋May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something ...
05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your fur baby(ies)! 🐶

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/13/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape ...
05/10/2026

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us all!

Moms teach us more about money than they probably realize. The way they focus us on what matters and demonstrate the beauty of giving without expectation.

So much of how we think about generosity, responsibility, and what's worth protecting traces back to what we learn from the women in our lives.

Happy Mother's Day!

What happens behind the scenes matters.In our latest Making Cents episode, Aedan pulls back the curtain on the client ex...
05/04/2026

What happens behind the scenes matters.

In our latest Making Cents episode, Aedan pulls back the curtain on the client experience and the work it takes to keep every interaction accurate, timely, and seamless—from rollovers and transfers to thoughtful, dependable service every step of the way.

▶️ Watch now:

Explore DiMatteo Financial's Vlogs for expert financial advice and insights. Stay informed with our latest videos on wealth management, investment strategies, and financial planning.

Address

1000 Bridgeport Avenue, Suite 506
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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