In 2007, with a desire to help others with both tactical and strategic financial opportunities, Todd Gregory opened Gregory Financial in Springfield, Missouri.
Gregory Financial is a company that works with pre-retired and retired investors. We offer wealth management, investing, retirement accumulation options as well as insurance strategies. All of which are specifically designed for those who appreciate a focus on strategic investing and who want to reduce the risk of moving backwards financially.
With over 21 years in the financial services industry, we work with individuals who are searching for alternatives to the traditional buy and hold strategy. We provide access to private wealth managers, which we believe are of the highest quality, and we are equipped to establish conservative (fixed) accounts for our clients as well.
|Firm Start Year:||2007|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||MO|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Insurance , Annuities , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Stocks|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Accident , Annuity , Disability , Health , Life , Property , Casualty|
|Compensation & Fees|
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
“Investment Advisory Services offered though D.H. Hill Advisors, Inc.” D.H. Hill Advisors, Inc. are not affiliated with Gregory Financial
Has been involved in the financial services industry since 1994.
Todd is a graduate of the University of Nebraska with a Bachelor’s Degree. He is dedicated to furnishing a full range of services and products with historical performance records. Todd’s firm aims to achieve a positive return on investments, with a strong consideration of ever-changing market conditions, by taking advantage of innovative technology and investment strategies.
Todd seeks to help meet the needs of individuals, retirees, and those seeking retirement solutions. His concentrated areas of practice include: creating, protecting, growing, and preserving his client’s life savings. Next, Todd focuses on distributing those life savings in the most tax advantageous manner while living and at death. Todd feels that education is paramount for the investors to feel comfortable with their decisions. Having his clients understand the what’s and why’s of finances creates a solid long term client partnership.