DiMatteo Group Financial Services

Since 2001, we have been providing financial services to clients with our personalized approach to wealth planning, accumulation and preservation.

HistoryACE Advisory Management LLC is a financial planning firm based in NYC that offers a comprehensive array of services including but not limited to taxes, insurance, Incorporation, investment, education and retirement planning. ACE Advisory Management LLC was established in Sept 2007 by Atabu E. Otobo. Our Mission is to help accumulate, manage, plan, and protect our client's wealth. We strive to provide an exceptional and superb service to our clients. We strive to earn our clients trust to foster a dynamic long-term relationships.SpecialtiesI assist clients prepare, plan and file individual and corporate taxes for LLC, Corpotions, partnership, trust and estates. I offer/ provide my clients various insurance, including but not limited to life, long term care, disability, fnal Expense, auto, Home, condo, renter, umbrella, worker comps, E&O, Malpractice etc. I help to organize and setup business entities formation such as LLC, LLP, S and C Corp a non profit. I offer investment advisory and management, including College and retirement Planning I also provide notary services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New York, NY area, Brian Conlon will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.