Testimonials

The DiMatteo Group 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 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 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 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.