Gregory Financial

Financial Services • Springfield, Missouri, United States • 1-10 Employees

Company overview

Headquarters	3705 E Battlefield Rd, Springfield, MO 65809, US
Phone number	+14178814556
Website	gregoryfinancial.com
NAICS	52
SIC	628
Founded	2007
Employees	1-10
Socials

Key Contact at Gregory Financial

Todd Gregory

Owner

Gregory Financial Email Formats

Gregory Financial uses 1 email format. The most common is {first initial} (e.g., j@gregoryfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@gregoryfinancial.com	100%

About Gregory Financial

Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation. Our goal is to help build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Gregory Financial’s philosophy focuses on the preservation of wealth during both the accumulation and distribution stages of retirement planning with an emphasis on creating tax free income. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Financial are not affiliated companies. Investing involves risk, including the potential loss of principal.

Gregory Financial revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Gregory Financial has never raised funding before.

Gregory Financial Tech Stack

Discover the technologies and tools that power Gregory Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Hotjar

Analytics

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

Gregory Financial is located in Springfield, Missouri, US.

You can reach Gregory Financial at +14178814556.

Gregory Financial was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Gregory Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Gregory Financial

Todd Gregory

Owner

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