Broker Check

Your Goals, Our Solutions

Tax-Focused Financial Planning for Professionals

Schedule a Meeting

Services
How Can We Help You?

We offer a wide variety of services all geared to help you achieve your financial goals.

Who We Are

Who We Are

Learn more about Pro Financial.

About Us
Financial Planning for Professionals

Financial Planning for Professionals

We specialize in financial planning for Professionals

Learn more
Tax Advisor for Real Estate Investors

Tax Advisor for Real Estate Investors

Click below to see how we can help you in your real estate investing journey.

Learn more
Tax Preparation & Planning

Tax Preparation & Planning

Click below to see info on how we Prepare your tax return and how we can help save you money through tax planning

Learn More

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Get To Know Us

Michael A. Procaccio E.A, M.B.A.

President, Investment Advisor Representative

Michael A. Procaccio II

Vice President, Registered Representative

Christine B. Kurek, E.A.

Senior Tax Advisor

Denise M. Procaccio

Operations Manager

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn More
What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn More
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Learn More
Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
Learn More

Sign Up For Our Newsletter

Thank you!
Oops!