Todd Gregory

Founder & President at Gregory Financial

Springfield, Missouri, United States

About

I help others put the puzzle of their life together. Throughout my time at Gregory Financial, I have helped people navigate through financial obstacles. I pride myself on my ability to listen and become a soundboard for all the concerns my clients may have and recommend strategies to help them overcome difficulties. I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to help others succeed. So if you’re looking for a steady hand, know that I’ll be working alongside you every step of the way. I help by providing the following services, but not limited to: Tax Efficient Income Planning Retirement Income Planning Insurance If I can be of help to you, or you would like to know more about the services that I offer, feel free to reach out to me at: *office number: 417-342-7090 *email: [email protected] *website: www.gregoryfinancial.com

Experience

  • Founder & President at Gregory Financial
    2003 - Present · 23 yrs 6 mos

    - Tax Free Retirement Income Planning - Retirement Income Planning - Protecting and Preserving Life Savings

  • Independent Insurance Agent at Croley Insurance and Financial
    Jan 2017 - Present · 9 yrs 6 mos

    - Commercial Property Casualty Insurance - Commercial Bonding - Personal & Residential Property Casualty Insurance