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Proto Financial Group

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Olean, NY
Proto Financial Group

Proto Financial Group is a family run business built on a foundation of thoughtful client relationships. Visit our website for a full list of services.

11/02/2026

🍂 A November Financial Check-In

As the year begins to wind down, November is a great time to pause and check in on your financial goals.

Here are three questions worth asking yourself before the year ends:

💭 Have my financial priorities changed? Life changes, and your financial plan may need to change with it.

📊 Am I prepared for upcoming expenses? From holiday spending to year-end bills, a little planning can help you feel more confident heading into the new year.

🎯 What is one financial goal I want to focus on next year? Whether it’s preparing for retirement, building savings, or organizing your finances, small steps today can help you move forward with purpose.

At Proto Financial Group, we believe financial planning should reflect what matters most to you. Taking time to check in today can help you approach tomorrow with greater clarity.

What’s one financial goal you’d like to prioritize before the year ends?

09/25/2026

We’re excited to introduce Keely Policastro, our newest team member and Branch Operations Manager!

Keely helps keep our day-to-day operations running smoothly while supporting our team and clients. She is also currently working toward completing her financial industry certifications, with the goal of becoming a Financial Planner.

With a background in finance and a passion for helping others, Keely is excited to continue growing her knowledge and building meaningful relationships with the clients we serve.

We’re so happy to have Keely on the team! 💙

09/22/2026

🍂 Happy First Day of Fall! 🍂

As the seasons change, it’s a great time to pause, reflect, and look ahead.

Fall reminds us that planning for what’s next can make all the difference. Whether you’re preparing for retirement, reviewing your financial goals, or simply making sure your plan still fits your life, a new season can be a great opportunity to check in.

Here’s to a season of preparation, gratitude, and looking forward. 🍁

09/10/2026

💼 Happy National 401(k) Day! 💼

Today is a great reminder to take a closer look at one of the most important tools for building your financial future.

Whether you’re just getting started, changing jobs, or getting closer to retirement, your 401(k) can play an important role in your long-term financial strategy. 📈

Take a few minutes today to review your contributions, investment choices, and retirement goals. Small steps today can make a big difference tomorrow.

Your future self will thank you!

09/07/2026

Today, we celebrate the dedication, hard work, and contributions of workers in our community and across the country.

We hope you enjoy a safe and relaxing Labor Day with family and friends. ❤️💙

09/06/2026

In observance of Labor Day, our office will be closed on Monday, September 7th.

We hope you have a safe and relaxing holiday weekend! ❤️💙

09/02/2026

Ready to tackle back-to-school season without breaking the bank?

Here are some easy-to-use budgeting hacks to ease the financial strain.

Know someone who could use these tips? Tag them to share!

09/01/2026

"And just like that, another school year begins! 🎒📚 Wishing everyone a wonderful first day back. "

04/15/2026

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

04/13/2026

One of the best things about a federal tax extension is that you don't need to provide a reason why you need an extension on filing your taxes. Use a tax extension if you:
- Are traveling out of the country
- Have a family emergency
- Don’t have the necessary paperwork collected

Address

115 Times Square
Olean, NY
14760

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.protofinancialgroup.com/

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