Marcia Gregory Email & Phone Number

I am Marcia Gregory of the Cunningham, Gregory, & Hoppe Wealth Management Group of Benjamin F. Edwards & Co. Our team is driven by our three core values: competence, compassion, and integrity. Our clients are more than just clients. They become our friends and are treated like friends. We serve individuals and families from a range of backgrounds, professions, and life stages and have particular expertise in serving medical professionals. We also assist small business owners in helping choose the best retirement plan for their company and provide counsel and resources for effective business transition at retirement.Alongside CFP® professionals Jay Cunningham, Financial Advisor, and Bryan Hoppe, Financial Advisor, CFA, our team brings a combination of high ethical standards and technical competence. These strengths allow us to provide our clients with comprehensive consultation on investment management, estate investment planning, liability management, insurance, and risk management. We utilize the high-level resources of Benjamin F. Edwards & Co. to guide clients through any situation.I welcome the opportunity to meet with you to evaluate your financial situation and see if our process is the right fit for you and your family. Please contact me at marcia.gregory@benjaminfedwards.com or at 630-313-2454.Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial.