Macco Financial Group

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Macco Financial Group You deserve financial advisors who are contemplating your future, developing plans and investment strategies that will serve you now and through retirement.

Our mission is providing down-to-earth advice from a team of accredited professionals. Macco Financial Group, Inc. is an SEC registered investment advisor. Important Disclosure Information: https://www.maccofinancial.com/important-disclosures

10/23/2026

Not sure if it's the right time to talk to an advisor? If you're three to five years out from retirement, it usually is. No pressure, just a conversation about where things stand and what's worth looking at next.

10/21/2026

Forward-looking tax planning. Most advisors around here never touch it. For us, it's the whole point.

One minute on the difference between filing your taxes and actually planning around them, and why that gap costs people ...
10/19/2026

One minute on the difference between filing your taxes and actually planning around them, and why that gap costs people more than they realize.

10/16/2026

Before Patrick Stoa was a certified financial planner, he spent years selling printing, and he'll be the first to tell you it was boring compared to financial planning.

About 10 years ago he made a mid-career change into this work, and today he's one of the owners here at Macco Financial Group. He's glad he made the jump, mostly because it means he gets to help people out every day.

10/15/2026

💚 We loved being part of Wealth Management Day at UW–Green Bay!
Our President, Mike Macco, CFP®, had the opportunity to serve as a discussion panelist, alongside attendance from Morgan Cain, CFP® and Patrick Stoa, CFP®.
We’re proud to support UWGB’s financial planning program and are passionate about helping the next generation of financial planners learn, grow, and succeed! 📈

10/14/2026

"We have savings, a 401k, and no idea if it's enough." That's meeting one, almost word for word, every time

10/12/2026

We started in one office in Green Bay in 2004. Today we've got clients in 21 states, and we've reviewed our own processes and improved every year.

10/09/2026

It happens almost every meeting. Someone finally says out loud what they've been carrying quietly, that they don't actually know if they have enough. That's not a mistake.

That's exactly why meeting one exists.

10/08/2026

An old 401k you haven't opened. A Social Security date you guessed at. A tax bill that surprised you. These are the signs that the pieces are all there, and nobody's put them together yet.

I had a great time in Chicago on Tuesday for Natixis's regional investment forum.It was time well spent gaining new info...
02/14/2025

I had a great time in Chicago on Tuesday for Natixis's regional investment forum.
It was time well spent gaining new information on economic/market outlooks as well as specific investment management updates.

Address

Green Bay, WI

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19206176830

Website

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