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Pro Capital Wealth Management
- Investment Service
- Southlake, TX
About this business
Work hard, play hard — a phrase we’ve all heard and even maybe aspired to…but that’s not how it usually works. You’ve put in the hours, climbed the mountain, and maybe even take an intentional approach to investing and managing your money. So here’s the real question: is your money safe from market meltdown or judgement in a lawsuit? You work too hard to have your life played with. At Pro Capital our focus is to protect the assets you've built up. Risk management and estate planning are cornerstones in our firm to cover blin... read more
Location details
578 N Kimball Ave Suite 120, Southlake, TX, 76092, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 2:00 a.m. | |
| Sat | Closed | |
| Sun | Closed |
Can't recommend Cory and his team at ProCapital enough! His depth of knowledge and attention to detail are only outshined by the genuine concern and proactive approach everyone on the ProCapital team has taken towards helping us to, not just, advance our financial goals, but continue to achieve them as well. These are some trying times but we couldn't be happier with our experience, or the financial results realized since switching to ProCapital over a year ago. We sleep much better knowing our family's financial future is s... read more
My husband and I have worked with Pro Capital Wealth Management for a year now and we have loved our experience. They have helped us set goals and get organized with our finances. Cory has been great with teaching us about our finances, laying out our choices, and giving us his professional advice. We always feel fully informed when making our financial decisions with Pro Capital Wealth Management. We have full confidence and trust in their professional advice and investment strategies.
My wife and I absolutely recommend working with Cory, at Pro Capital Wealth Management. He has a vision for you and your family, to not only protect your assets but to ensure there is a plan in place when something unexpected happens. He is very professional and easy to talk to about your family goals. He is a detail-oriented planner that takes the time to go over the process while still making it easy to understand.
I met Cory thru a mutual friend and from day 1 he has been great to talk with. Any questions my wife and I have, he has been there with answers. Working with him has been a top notch experience in customer service and communication. Our family has thoroughly enjoyed getting to know Cory and we truly appreciate the example he sets as a family and businessman in the community.
I have been working with Cory personally since 2020. He has helped both my wife and I set up our life insurance policies, transfer her old 403b from teaching to something that is actually doing more for us than it ever did before and the same with my old 401k from past employers. He also helped us put together a plan that will help and allow us to retire one day. Now, I know....that's what an advisor is "supposed" to do... THAT IS WHERE CORY AND PRO CAPITAL SEPERATE THEMSELVES FROM THE REST OF THE INDUSTRY! Cory treats ... read more
Frequently asked questions about Pro Capital Wealth Management
How is Pro Capital Wealth Management rated?
Pro Capital Wealth Management has a 5 star rating with 39 reviews.
When is Pro Capital Wealth Management open?
Pro Capital Wealth Management is closed now. It will open on Monday at 9:00 a.m.