Proctor Financial, Inc.
Wellesley, MA
We have found information with phone and email addresses about the company Proctor Financial, Inc, based in 66 Central St, Wellesley, MA 02482, MA. The company works in the Investment Management industry. The company's main products are Consultations and Investment Planning. This business is connected with these specialties: Preparing clients for retirement, Creating a cash flow stream in retirement, Creating more stable investment porfolios, and Developing enhanced investment notes. Phone numbers, email addresses and other contact information for the company and Owner Tony Proctor can be found on our website.
Company Details
Last Update
Jul 14, 2022
Doing business as
Proctor Financial
Location
66 Central St, Wellesley, MA 02482
Phone
(***) ***-0405
(***) ***-0405
Industry
Investment Management
Management Consulting Services
Investment Advice
Financial Planning Consultants
Category
Financial Planning Consultants & Services
Specialties
Preparing clients for retirement
Creating a cash flow stream in retirement
Creating more stable investment porfolios
Developing enhanced investment notes
Founded
1994
Number of Employee
1-10 employees
Products
Consultations
Investment Planning
SIC
6282 - Investment Advice
NAICS
541 - Professional, Scientific, and Technical Services
Site
Decision Makers
Vice President
Senior Vice President, Lender Services
Employees
General Manager
Administrative
Auditor
Administrative Clerk
Senior Itam Specialist
Insurance Claims Specialist
Senior Financial Analyst
Call Center Manager, Lender Solutions
Assistant Underwriter
Manager Of Disbursements And Reconciliations