Proctor Financial, Inc.

www.proctorfinancial.com

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.

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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.

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Country

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State

Massachusetts

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Employees

1-10

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Founded

1994

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Regional Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • President

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    Phone (***) ****-****
  • President and Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Claims Manager

    Email ****** @****.com
    Phone (***) ****-****

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