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Proctor Financial company history timeline

1994

With characteristic confidence and maturity, Tony founded Proctor Financial in 1994 at the tender age of 24 with two simple values at its core:

1996

In 1996, Proctor Financial managed $2.4 million in client assets.

To serve clients as effectively as possible, Tony wanted the top designation in the industry and set out to become a Certified Financial Planner, or CFP®, achieving this goal in 1996.

2019

In 2019, Proctor released its proprietary reporting tool uReport to helpservicers who track borrowers insurance policies on their servicing platform.

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Founded
1994
Company founded
Headquarters
Sherborn, MA
Company headquarter
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Proctor Financial competitors

Company nameFounded dateRevenueEmployee sizeJob openings
Miniter Group1972$99.0M83-
WNC First Insurance Services1962$800,0002-
WEA Member Benefits1972$16.0M300-
Allied Solutions1978$2.4B3,00052
High Point Insurance-$4.1M61
PMA Companies1915$1.3B1,36226
Southern Farm Bureau Life Insurance1946$1.0B600-
MMG Insurance1897$20.0M3502
Blue Cross Blue Shield of North Carolina1933$4.7B4,39717
Claimplus2001$5.7M50-

Proctor Financial history FAQs

Zippia gives an in-depth look into the details of Proctor Financial, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Proctor Financial. The employee data is based on information from people who have self-reported their past or current employments at Proctor Financial. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Proctor Financial. The data presented on this page does not represent the view of Proctor Financial and its employees or that of Zippia.

Proctor Financial may also be known as or be related to Proctor Financial, Proctor Financial Inc and Proctor Financial, Inc.