Broker Check

Your Goals, Our Solutions

Tax-Focused Financial Planning for Professionals

Schedule a Meeting

Pro Financial Services Group, Inc. is a full-service Financial and Tax Advisory firm committed to helping our clients achieve their ideal lifestyle with financial confidence. We integrate investment and tax expertise to provide a comprehensive approach, optimizing after-tax returns and supporting every stage of your financial journey. Leveraging our credentials, our team delivers tax-efficient strategies to help you retain more of your earnings and pursue your long-term goals.

Services
How Can We Help You?

We offer a variety of financial services to provide you with a simple, understandable roadmap to take you where you want to go.

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 Procaccio

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

Founder, Financial & Tax Advisor

Michael Procaccio II

Michael A. Procaccio II, E.A.

Financial & Tax Advisor

Christine Kurek

Christine B. Kurek, E.A.

Senior Tax Advisor

Denise Procaccio

Denise M. Procaccio

Operations Manager

Click Here to View the Full Team
Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn More
Tax Strategies to Help Maximize Returns and Minimize Burdens

Tax Strategies to Help Maximize Returns and Minimize Burdens

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.
Learn More
A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn More
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Learn More

Sign Up For Our Newsletter

Thank you!
Oops!