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Client Reviews on PRO-FINANCIAL ASSET MANAGEMENT, Inc.

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    • 4.4
  • 7 Reviews

Most helpful positive review

0 people found the following review helpful

By Myles Santi Oct 22, 2019

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Most helpful critical review

0 people found the following review helpful

By Layla Ashley Oct 22, 2014

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This place is your go-to for reliable tax service done right by professionals.

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Mike has been doing our family taxes for 25 years. He and his staff are exceptional. I highly recommend him.

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The staff is professional and answers the questions I have about my taxes and some questions of personal life decisions outside of taxes. GREAT PLACE!

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I have used this service for over 20 years. A more honest firm who cares about you their client you will not find. In addition they offer advice, they do not try to push you into investments that are good for them but my be of question for you.

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We have used Pro Financial Services Group for over 15 years both for our business & personal taxes. We've referred numerous friends & business associates. The staff is always precise, professional & friendly. We would never go anywhere else!

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I have been with Mr. Procaccio for many, many years. He and his business are outstanding! I have been in contact with many people from Mike's business, including his other accountants and have found them to be polite, helpful and reassuring in every matter. The word "Pro" is a good way to describe his attitude toward his clientele and his attitude toward life. Thank you Pro Financial for your expertise!

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This business does not deserve one star, but there is not a NO-STAR option. I was referred to this guy from a friend. Had spoken to the business owner, Mike, extensively and in detail and agreed to move forward with him as my new tax accountant. He asked me to submit the relevant paperwork so we could proceed.I was following up with a simple tax question and sent several emails and phone calls over the course of a few days. Was my usu. cordial and kind self. Time was of the essence in meeting the April 15 deadline. No response.I followed up today by phone, and his gatekeeper, Sue, was very rude. She was talking down to me, not willing to relay a message, and even questioning my right to call. Her demeanor was provoking, and absolutely uncalled for, and I ended up asking her not to talk to me in such a manner, and had to hang up. The owner then, (suddenly having time to call me!!) rang me and stated to never call there again. Not sure what the gatekeeper said, but obviously he was siding with her, with complete disregard for how his new client had just been treated by her. I would expect a professional business to treat their clients with decency and respect, as well as be somewhat responsive. So I was very surprised and disappointed that a business owner would suddenly turn on his new clients in this rather Jekel and Hyde manner. Sure people get stressed at tax time but it's no excuse to abuse your position as owner in a company. I found this very unprofessional and obtuse, to say the most. I feel uncomfortable that he now has my personal information I had sent him. I did email him asking him to destroy any of my personal information. But the bizarre behavior and attitude of the company has left me feeling uneasy.My honest advice? Get a great professional who will honor a quality and STABLE relationship with you and who is reliable and respectful. The good ones will give you their cell numbers, as you will have a trusting and mature relationship. REFUSE GATEKEEPERS! Accept no less.

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