Gregory Financial | Financial Advisor in Springfield ,MO

3705 E Battlefield Rd
Springfield, MO 65809
Phone: (417) 881-3520

Giving Our Client Access to Innovative Investment Strategies


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About

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.

20+ Years of Experience



General Information
Firm Start Year:   2007
Insurance License#:   375120
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


Services
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



FAQs

  • What services do you offer? Having my office located directly inside of Croley Insurance and Financial provides a wealth of opportunity to meet almost every aspect of a clients needs. Often when reviewing a clients portfolio the subject of Long Term Care, 401(k), health or property casualty needs comes up. We have a team of qualified professionals to meet each need.
  • Will you be the only person working with me? That all depends on what level of service or engagement required (Insurance, Investments, etc.)
  • How are you compensated? How will I pay for your services? Depending on the solutions implemented I am compensated by commissions from Insurance companies or fees from money management services.
  • How much risk should I be willing to take? We use profile questioning to determine and match your desired risk exposure to your portfolio.
  • Do you provide a free initial consultation? Yes, I am happy to visit for an hour to determine if I am a right fit for you.
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DISCLAIMER

“Investment Advisory Services offered though D.H. Hill Advisors, Inc.” D.H. Hill Advisors, Inc. are not affiliated with Gregory Financial

Todd Gregory

Todd Gregory

Biography


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.

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