Proto Financial Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
115 Times Sq, Olean, New York, 14760, Un...Phone Number
(716) 372-7184Website
www.protofinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Proto Financial Group
Proto Financial Group is a family-run financial services firm dedicated to building thoughtful client relationships. They offer a range of services including retirement planning, estate management, investment strategies, insurance, tax assistance, and lifestyle financial planning. The company emphasizes a personalized approach, ensuring that each client receives tailored strategies to meet their unique financial goals. Their commitment to proactive communication and long-term relationships positions them as a trusted partner in navigating financial challenges.Explore more
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Revenue
Number of Employees
Type
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Founded In
Proto Financial Group
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Proto Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Proto Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Proto Financial Group.
Proto Financial Group Tech Stack
A closer look at the technologies used by Proto Financial Group
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Proto Financial Group is a family-run financial services firm dedicated to building thoughtful client relationships. They offer a range of services including retirement planning, estate management, investment strategies, insurance, tax assistance, and lifestyle financial planning. The company emphasizes a personalized approach, ensuring that each c... Read More
