Proctor Financial, Inc.
Retire Better
About Proctor Financial, Inc.
Proctor Financial is a financial planning and investment advisory firm that provides retirement planning and day-to-day investment management for individuals, along with business retirement-plan and related planning services for companies. The firm was founded by Tony Proctor and operates around two stated core values: putting client interests first and developing deep planning expertise.
Industry
Financial planning / investment advisory
Headquarters
Sherborn, Massachusetts
Company size
2
Founded
1994
What we do
Retirement planningInvestment managementEstate planning strategies and document reviewsTax planningBusiness retirement plan solutionsEmployer stock option strategiesRetirement planning education seminars
Interested in Proctor Financial, Inc.?
Join our talent pool to be considered for future opportunities.