Proto Financial Group is a father-daughter owned business with over 20 years of experience in financial and retirement planning. Located at 115 Times Square in Olean, NY the firm shares an office with the accounting firm Proto & Loskey. By sharing an office, it allows clients the opportunity to receive both wealth management advice and tax advice in one visit...
Here at Proto Financial Group our family run business is built on a foundation of thoughtful client relationships...
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.