Client Testimonials


What our clients say

Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

“Jason and his team helped me understand how to use my medical corporation to be more tax efficient now and in retirement. I now have a straightforward plan to follow that grows and changes with me and my family.”
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Dr Matteo C.
“Justin and the rest of the Daleo Group team helped me navigate my retirement and my late husband’s estate in a way that gave me reassurance and piece of mind. Regardless of market conditions, they are always available and working hard to ensure my financial plan is on the right track.”
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Eleanor E.
Retired Business Owner (Insurance Professional)
“I continually receive valuable advice with respect to savings strategies and tax planning both personally and on my business ventures.”
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Robert B.
“Giorgio and the Daleo Group team have helped build a strong financial planning foundation for my family that I know will carry us to retirement and beyond. Their use of outside the box strategies, along with conventional solutions, and good tax planning, give us the confidence that any financial decision we make will be an educated one.”
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Phillip & Ashley P.
Software Developer & Nurse
“The Daleo Group team has helped our family find stability and safety in retirement. Our financial plan has taken a lot of the uncertainty and worry out of our lives. We now have more time to focus on the things we love, like our grandkids, and less time worrying about our money.”
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Teresa & Enzo D.
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