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Dedication and Results 

Gregory and Associates strives to help our clients toward achieving a sense of security through the attainment of their financial objectives by providing customized financial planning advice and exceptional service.

We believe that long-term client relationships are more important than short term gains, and will never sacrifice the former for the latter.

Serving You Since 1969

Achieving material results for our clients for over 50 years

Custom Advice

Custom Advice

 We craft individualized strategies for each and every one of our clients. We are a process-driven firm, not a product-driven one.

Communication

Communication

Gregory and Associates provide comprehensive wealth management, that builds understanding and trust.

Experience

Experience

We have decades of experience in the financial services industry and help our clients to take action.

Personal Service

Personal Service

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

Resource Center

Steps to consider to improve your Individual Life Plan.

Retirement

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Estate

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

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Risk Management

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

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Money

Managing your money involves more than simply making and following a budget.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

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