Steve Gregory Email & Phone Number

As a financial advisor at Edward Jones I focus on providing tailored wealth strategies for clients. I enjoy helping people come to a better understanding of their goals and gain confidence knowing that what matters most to them can be accomplished. It makes my day when I hear stories of clients enjoying what they worked hard for and knowing we played a role in their success.I use an established process to help clients understand what matters most to them, to talk openly about risks and fee structures, and to collaborate to build strategies that work. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on steady long-term returns, income generation and capital preservation to ensure confidence. I employ insurance strategies for families and corporations to mitigate risk, improve tax-efficiency, and facilitate business succession.I work collaboratively with lawyers and accountants to help make clients strategies more efficient and their lives simpler. I also partner with the Edward Jones Client Consultation Group, our in-house team of tax, legal, and estate planning professionals. I am proud that Edward Jones is a firm with strong governance and credibility.My work focuses on the following type of clients:- Families with inter-generational wealth strategic needs- Incorporated business owners- Executives and professionals such as lawyers, accountants, and physiciansSince 2008 my practice with Edward Jones has expanded to serve more clients in specialized investment, insurance, and strategic ways. We are located in downtown Hamilton, however I do meet clients in their homes, at their business and virtually.Both myself and my Branch Office Administrator, Rikki McNeil, are dedicated to ensuring our clients expectations are exceeded and that we are easy to work with. We look forward to meeting you soon.

Listed skills include Leadership, Investments, Asset Management, Public Speaking, and 10 others.