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 Providing Trusted Financial Services Since 1977  

Helping you make wise financial decisions!


Click here to see a photo history of Pro Financial




From professional tax services to personalized wealth management strategies, our profound commitment is to serve your needs.

Our ability to apply our knowledge and experience consistently, professionally and personally has brought us the success that matters most to us: highly satisfied clients and enduring client relationships.


Michael A. Procaccio

Pro Financial Services Group, Inc. 





Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Saving for College 101

Here’s a crash course on saving for college.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprises

Making the most of surprises is a great reason to work with us.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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