Dan Gregory, Founder/CEO - Gregory Financial & Associates, LLC 6121 79th Street, Lubbock, TX 79424

Dan Gregory, Founder/CEO of Gregory Financial & Associates, LLC, located at 6121 79th Street in Lubbock, Texas, is dedicated to providing comprehensive financial guidance to professional advisors and clients. Specializing in finance and insurance services, the institution works with multigenerational business owners and families to design custom strategies that protect their assets, grow investments, and establish lasting legacies.

With a focus on understanding each client's unique goals and values, Dan Gregory and his team offer personalized solutions to address financial needs and opportunities. By collaborating with a network of experts, they ensure that every aspect of a client's financial situation is considered and optimized for success. Whether clients are planning for retirement, succession in their business, or simply seeking to enhance their financial security, Gregory Financial & Associates is committed to providing ongoing support and guidance.

As a licensed agent of New York Life Insurance Company and other independent insurance companies, Dan Gregory offers a range of insurance products and services to clients in several states. Additionally, as a Registered Representative of NYLIFE Securities LLC, he provides investment services to clients in select states. The institution's partnership with The Nautilus Group® allows clients access to specialized resources for estate planning and wealth preservation.

Recognizing that financial strategies must evolve over time, Gregory Financial & Associates offers continual monitoring and adjustments to ensure clients remain on track toward their goals. By prioritizing client communication and understanding, Dan Gregory and his team strive to build lasting relationships based on trust and shared success.