On behalf of all of us at Pro Financial Services Group, Inc. I would like to welcome you to our firm! We are a boutique tax and financial advisory firm in business since 1977. We're looking forward to helping you and trust that your experience with us will bring you the utmost satisfaction! 

All the Best!

Michael A. Procaccio, M.B.A., E.A.

President, Investment Advisor Representative

Steps to getting onboarded at Pro Financial:

1. Click the button below to fill in the New Client Onboarding form. 

2. Once the form is submitted, in 1-2 business days you will receive an email from SmartVault (our client portal) with instructions on how to set up your account. 

3. Please fill out our Client Checklist found here.

4. Once the Client Checklist is completed, upload the checklist along with all source documents to SmartVault.

5. We will confirm via email, within about 1 business day, that we have received your tax documents from SmartVault.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal or tax advice.