If you have a specific need, please see below for the email addresses for all of our employees as well as a description of whom to contact for any inquiry. If you don’t know whom to contact, please click here to send an email to our Customer Service Manager who will see that your email gets to the correct place.
Contact Us
Proctor Financial
18 N. Main Street
Sherborn, Massachusetts 01770
888-235-0405
781-235-0405
781-235-0610 fax
CUSTOMER SERVICE
For any client service needs
customerservice@proctorfinancial.com
CLIENT SERVICE MANAGER
Susan Wood: For administrative issues, or to inquire
s.wood@proctorfinancial.com
FINANCIAL PLANNER
John Grub: For account questions
j.grub@proctorfinancial.com
CLIENT SERVICE ASSOCIATE
Gail Stone: For administrative issues, website issues, and reporting requests
g.stone@proctorfinancial.com
TAX PROFESSIONAL
Tom Quinn, CPA: For tax preparation questions
t.quinn@proctorfinancial.com
PRESIDENT
Tony J. Proctor, CFP®
t.proctor@proctorfinancial.com
VICE PRESIDENT and PRINCIPAL
Steve J. Doucette, MBA, CFP®
s.doucette@proctorfinancial.com
SPECIAL PROJECTS MANAGER
Andrea Proctor
a.proctor@proctorfinancial.com
Whom to Contact
Appointments
To schedule an appointment to see your advisor:
Susan at 781-235-0405 Ext. 100 or s.wood@proctorfinancial.com
Change of Address
To change the address where your statements are sent:
Gail at 781-235-0405 Ext. 105 or g.stone@proctorfinancial.com
Status Update
To get the status on any paperwork or checks we have processed for you:
Susan at 781-235-0405 Ext. 100 or s.wood@proctorfinancial.com
Account Questions
With questions regarding your statements or accounts balances:
Gail at 781-235-0405 Ext. 105 or g.stone@proctorfinancial.com
Disclosure Documents
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