Jim Moffitt

Engineer at Proctor Financial, Inc. - Sherborn, MA, US

Jim Moffitt's Colleagues at Proctor Financial, Inc.
Michelle McNeal

Policy Production Specialist

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Monica Riddell

Team Lead

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Aundrea Beasley

Account Manager

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Tanya Cash

Hospitality Specialist

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Kathleen Modders

Lender Solutions

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Tony Proctor

President

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Theresa McEwen

Mail Specialist

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Jim Moffitt's Contact Details
Email (Verified)
***@proctorfinancial.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-235-0405
Location
Mica,Washington,99023,United States
Company
Proctor Financial, Inc.
Jim Moffitt's Company Details
Proctor Financial, Inc. logo, Proctor Financial, Inc. contact details

Proctor Financial, Inc.

Sherborn, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.

Preparing clients for retirement Creating a cash flow stream in retirement Creating more stable investment porfolios Developing enhanced investment notes Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Jim Moffitt
Jim Moffitt currently works for Proctor Financial, Inc..
Jim Moffitt's role at Proctor Financial, Inc. is Engineer.
Jim Moffitt's email address is ***@proctorfinancial.com. To view Jim Moffitt's full email address, please signup to ConnectPlex.
Jim Moffitt works in the Investment Management industry.
Jim Moffitt's colleagues at Proctor Financial, Inc. are Michelle McNeal, Monica Riddell, Aundrea Beasley, Tanya Cash, Kathleen Modders, Tony Proctor, Theresa McEwen and others.
Jim Moffitt's phone number is 781-235-0405
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