What departments does Proctor Financial, Inc. have?

Proctor Financial, Inc. has employees across 10 departments including Operations, Marketing, Customer Success, Analytics, Engineering.

What is the largest department at Proctor Financial, Inc.?

The largest department at Proctor Financial, Inc. is Customer Success with 4 employees.

Where are Proctor Financial, Inc. employees located globally?

Proctor Financial, Inc. has employees across 2 continents and 3 countries including United Arab Emirates, United States Of America, Mexico.

How has Proctor Financial, Inc.'s team size changed over time?

Proctor Financial, Inc.'s team has decreased from approximately 21 to 19 employees based on available data.

Proctor Financial, Inc. Employee Directory

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
55

United States Of America
54
Mexico
1

Asia
1

United Arab Emirates
1

Proctor Financial, Inc.'s Leadership

T. P.
President
Mobile Phone
Email
M. E.
President & Chief Operating Officer
Mobile Phone
Email
M. C.
Senior Vice President
Mobile Phone
Email
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

Proctor Financial, Inc. Employee Metrics

100%

50%

0%

2026

2025

Sales
Banking
Support
Business
Finance
Other
Accounting

Contact profiles from Proctor Financial, Inc.

Name

Title

Contact Info

Location

Last Update

J. G.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Apr 02, 2026
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
Mar 24, 2026
A. W.
Research Specialist
Mobile Phone
Email
United States
Feb 16, 2026
S. H.
Claims Processor
Mobile Phone
Email
United StatesMichigan
Apr 15, 2026
A. H.
Data Entry Associate
Mobile Phone
Email
United StatesMichigan
Apr 15, 2026
L. D.
Insurance Specialist
Mobile Phone
Email
United StatesMichigan
Feb 19, 2026
C. R.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Proctor Financial, Inc. known for?

Proctor Financial, Inc. was founded in 1994 operates in the Investment Management industry. The company's main headquarters is located in 18 North Main Street Sherborn, Massachusetts 01770 United States; 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 52 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of April 2026, Proctor Financial, Inc.'s key employees include:

President: T. P.
President & Chief Operating Officer: M. E.
Senior Vice President: M. C.
Marketing Director: J. S.
Account Manager: A. D.

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