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Gregory Financial LLC
Gregory Financial is a retirement-focused financial advisory firm based in Springfield, MO, committed to helping individuals and families build lasting...
Gregory Financial LLC
Gregory Financial is a retirement-focused financial advisory firm based in Springfield, MO, committed to helping individuals and families build lasting financial security. They specialize in customized retirement planning strategies, including estate planning, annuities, life insurance, precious metals, and employee benefits management. Unlike large financial institutions, they offer concierge-level service with direct access to a dedicated advisor.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Todd Gregory
CIS, Wealth Advisor
Toni Jackson
Executive Assistant
Sector focus
Frequently asked questions
What investment stages does Gregory Financial typically target?
Gregory Financial targets opportunities across real estate development, stabilized assets, and special-situations credit. The firm's stage preference is flexible, leaning toward liquid or near-liquid assets with tangible collateral.
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