Gregory Financial

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

3705 E Battlefield St, Springfield, Miss...

Phone Number

(417) 881-3520

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Gregory Financial

Gregory Financial is a retirement-focused financial advisory firm based in Springfield, MO, dedicated to helping individuals and families achieve lasting financial security. They specialize in customized retirement planning strategies, including estate planning, annuities, life insurance, precious metals, and employee benefits management. The firm prides itself on providing concierge-level service with direct access to a dedicated advisor, ensuring personalized support without the impersonal nature of larger institutions. Whether clients are nearing retirement or already enjoying it, Gregory Financial assists them in making informed financial decisions to support their long-term goals.Explore more
Gregory Financial's Social MediaPopular SearchesGregory FinancialGregory Financial Services IncGregoryfinancialCom GregoryfinancialservicesTodd GregorySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gregory Financial

<$5M
1-10
Private
-
2007
N/A
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
$6.4M
11-50
Private
-
1999
MP
Mackenzie ParfittMarketing Coordinator
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
1-10
Private
-
1998
BW
Brittany WalterDirector, Wealth Planning
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gregory Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gregory Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gregory Financial.

Gregory Financial Tech Stack

A closer look at the technologies used by Gregory Financial

Top Finance Companies

Frequently Asked Questions Regarding Gregory Financial

What is Gregory Financial's official website?
Gregory Financial's official website is www.gregoryfinancial.com
What is Gregory Financial's Revenue?
Gregory Financial's revenue is <$5 Million
What is Gregory Financial's SIC code?
Gregory Financial's SIC: 62,628
What is Gregory Financial's NAICS code?
Gregory Financial's NAICS: 52,523
How many employees does Gregory Financial have?
Gregory Financial has 1-10 employees
What industry does Gregory Financial belong to?
Gregory Financial is in the industry of: Finance, Insurance, Securities Trading
What is Gregory Financial competition?
Gregory Financial top competitors include: Paradigm Group, Eissman Wealth Management, The Holland Group, Phillip Allen
What technology does Gregory Financial use?
Some of the popular technologies that Gregory Financial uses are: WordPress.org, PHP, Cloudflare CDN, Flywheel
How do I contact Gregory Financial?
Gregory Financial contact info: Phone number: (417) 881-3520 Website: www.gregoryfinancial.com
What does Gregory Financial do?

Gregory Financial is a retirement-focused financial advisory firm based in Springfield, MO, dedicated to helping individuals and families achieve lasting financial security. They specialize in customized retirement planning strategies, including estate planning, annuities, life insurance, precious metals, and employee benefits management. The firm... prides itself on providing concierge-level service with direct access to a dedicated advisor, ensuring personalized support without the impersonal nature of larger institutions. Whether clients are nearing retirement or already enjoying it, Gregory Financial assists them in making informed financial decisions to support their long-term goals.Read More

What are Gregory Financial social media links?
Gregory Financial Linkedin page Gregory Financial Facebook page
Is Gregory Financial a public company?
Gregory Financial is private company therefore does not currently have an official ticker symbol
See more information about Gregory Financial

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