Proctor Financial, Inc. Employee Directory

Q: What is Proctor Financial, Inc. known for?

Proctor Financial, Inc. was founded in 1994. Proctor Financial, Inc. operates in the Investment Management industry.

Q: How many employees does Proctor Financial, Inc. have currently?

Proctor Financial, Inc. has approximately 53 employees.

Investment ManagementMassachusetts, United States51-200 Employees

Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.

Find Proctor Financial, Inc. employees' phone numbers or email addresses

Proctor Financial, Inc. Global Highlights

North America
46

United States Of America
46

Asia
1

United Arab Emirates
1

Proctor Financial, Inc.'s Leadership

J. S.
Marketing Director
Mobile Phone
Email
A. D.
Account Manager
Mobile Phone
Email
K. R.
Account Manager
Mobile Phone
Email
A. C.
Associate Account Manager
Mobile Phone
Email
R. C.
Client Service Manager
Mobile Phone
Email
M. R.
Team Lead
Mobile Phone
Email
S. D.
Principal
Mobile Phone
Email
C. B.
Senior Systems Analyst
Mobile Phone
Email

Contact profiles from Proctor Financial, Inc.

Name

Title

Contact Info

Location

Last Update

R. G.
Data Architect
Mobile Phone
Email
United StatesMichigan
Nov 12, 2025
K. R.
Business Analyst
Mobile Phone
Email
United StatesMichigan
Sep 08, 2025
V. P.
Loan Servicing Specialist
Mobile Phone
Email
United StatesFlorida
Oct 19, 2025
K. P.
Accounting-Surplus Lines Tax Compliance
Mobile Phone
Email
United StatesMichigan
Oct 23, 2025
J. K.
Customer Service Specialist
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025
A. S.
Human Resources Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Nov 17, 2025
E. H.
Insurance Specialist
Mobile Phone
Email
Oct 21, 2024
J. G.
Financial Planner
Mobile Phone
Email
Oct 18, 2024
J. M.
Supervisor
Mobile Phone
Email
United StatesMichigan
Oct 18, 2024
M. M.
Policy Production Specialist
Mobile Phone
Email
United StatesMichigan
Oct 19, 2025

Frequently Asked Questions

What is Proctor Financial, Inc. known for?

Proctor Financial, Inc. was founded in 1994 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-508-545-****

. Explore Proctor Financial, Inc.'s company overview page for more information.

What is Proctor Financial, Inc.'s most common email format?

Proctor Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Proctor Financial, Inc. email formats with LeadIQ.

How many employees does Proctor Financial, Inc. have currently?

Proctor Financial, Inc. has approximately 53 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Proctor Financial, Inc.'s key employees and leadership?

As of December 2025, Proctor Financial, Inc.'s key employees include:

Marketing Director: J. S.
Account Manager: A. D.
Account Manager: K. R.
Associate Account Manager: A. C.
Client Service Manager: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking