Dan M. Gregory

Background

About Dan M. Gregory

With 10+ years' experience as a Financial Professional helping business owners and multi-generational families, my work focuses on helping people achieve their personal and business goals. With 15 years of owning prior businesses and 5+ years’ experience in bank lending, I know each industry is unique, and business owners have their own specific challenges and opportunities. My current role is to help clients navigate these items in order to financially grow and service their client base. Like a true trusted partner, my clients should not have to explain their business to their Financial Professional. Gregory Financial & Associates brings the experience and expertise that helps our clients hit the ground running and financial solutions tailored to their needs because we understand you and your industry. With the right Financial Professional who understands you and your industry, you can focus on what is most important to you -YOUR BUSINESS. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 6121 79th Street Suite A Lubbock, TX 79424 (806)-698-5600 I am not licensed in all jurisdictions. AR ins lic Neither Gregory Financial & Associates, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Gregory Financial & Associates, LLC is not owned or operated by New York Life Insurance Company or its affiliates.