Kasey C.
8/12/2019
My daughter recently purchased a business. Proactive Financial Solutions 360 was invaluable in vetting the acquisition target and advising her in acquisition strategies. The R.O.I. in PFS360 was...
Proactive Financial Solutions 360
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3 Cross St
Rehoboth, MA 02769
Proactive Financial Solutions 360 is a financial planning and wealth management firm based in North Attleboro, MA. They specialize in providing comprehensive financial services to individuals, families, and businesses, helping them accumulate, enjoy, and transition wealth. With a focus on maximizing financial health and helping clients achieve their goals, Proactive Financial Solutions 360 offers personalized financial planning, tax planning, and wealth management services.
With a commitment to organization, accountability, objectivity, proactivity, education, and partnership, Proactive Financial Solutions 360 guides clients through the maze of financial decisions and life transitions. Their integrated service offerings create synergies within all areas of clients' financial lives, including personal financial planning, small business accounting, tax services, and wealth management. By providing a total wealth management roadmap, Proactive Financial Solutions 360 helps clients take control of their financial lives and work towards their ideal future.
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Reviews
3.02 reviews
Karen V.
4/9/2025
Everything. Unprofessional, temperamental, rude judgmental. Does not allow any questions or reciprocal interaction with his customers. Staff is rude and condescending. DO NOT USE THESE SERVICES....
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