Company

Gregory Financial

Financial Services Springfield, Mo, United States 8 employees

Employees: 8
Contacts: 3
Emails: 3

www.gregoryfinancial.com LinkedIn

Gregory Financial Overview

Headquarters: Springfield, Mo, United States
Website: www.gregoryfinancial.com
Industry: Financial Services
Employees: 8
Founded: 2007
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Springfield

About Gregory Financial

Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation. Our goal is to help build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Gregory Financial’s philosophy focuses on the preservation of wealth during both the accumulation and distribution stages of retirement planning with an emphasis on creating tax free income. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Financial are not affiliated companies. Investing involves risk, including the potential loss of principal.

Gregory Financial Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

Gregory Financial Org Chart

Sample employees and titles

Name	Title	Location	Contact
London Richards	Marketing Director - Graphic Design Graduate	Ozark, Missouri, United States	Email
Rishinath Gipson	Licensed Service Assistant at Gregory Financial & Associates	Lubbock, Texas, United States	Email
Todd Gregory	Founder & President at Gregory Financial	Springfield, Missouri, United States	Email
Todd Gregory	Owner/founder/agent - Gregory Financial	Springfield, Missouri, United States	View

Employees by Management Level

Executive 2 profiles

Director 1 profile

Associate / junior 1 profile

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