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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

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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