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Proulx Family Financial

Our Firm

Proulx Family Financial: Achieving Your Goals with Trusted Family Expertise

As a true family office, Proulx Family Financial is built on a foundation of enduring trust and financial acumen. Established in 1976 by Leo Proulx CPA, our firm is now proudly led by his son, Philip Proulx EA, who joined in 2011 and took the helm in 2021. This family tradition means a dedicated partnership in realizing your financial objectives.

We empower both individuals and businesses to achieve their financial goals through our holistic approach. Our offerings span from meticulous tax preparation—ensuring accuracy and timeliness—to a comprehensive suite of financial products and services. For decades, we've delivered peace of mind through personalized solutions and a steadfast commitment to our clients' success.

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Start Your Journey Towards Financial Goals

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Curious about how we can help you? We welcome your call at (978)256-7910 to discuss our firm and the array of financial products and services available to you.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck