About us

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. Todd's firm aims to protect its clients' life savings from market volatility. Our goal is to build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Our strategies strive for low risk and low volatility investments that have a proven record of success. Gregory Financial's philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning.