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Tax-Focused Financial Planning for Professionals

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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.

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Financial Planning for Professionals

Financial Planning for Professionals

We specialize in financial planning for Professionals

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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.

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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

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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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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