# Gregory Financial LLC

Gregory Financial LLC is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://gregoryfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/gregory-financial

## Regulatory record

- **CRD number:** 335745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335745

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Todd Gregory — CIS, Wealth Advisor
- Toni Jackson — Executive Assistant

## 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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- [Midway Investment Group](https://altss.com/profile/midway-investment-group-llc)
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Last updated: 2026-08-11T15:06:57.816Z

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