Broker Check

Welcome New Clients

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 on the link above and complete our Client Onboarding Form.

2. Once the New Client 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.