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Gregory Financial Services

Defining Solutions...Delivering Results


Our Financial Solutions

Business Owner Coaching


Income Taxes 


Estate Planning

Retirement Readiness 


Unemployment Benefit Claims 


Life Events Financial Counseling 


Meet the "Doc"


Along with consulting and advising many businesses in several industries in the past 28 years, he has been fortunate to be recently featured on NBC News Radio and appeared on the cover of Vital Magazine.

With over 35 years of financial services industry experience in providing customized solutions to help clients secure their financial future, his diverse practice is built on “Empowering clients to make Today’s Vision…Tomorrow’s Reality.” He helps clients protect, accumulate, and distribute wealth, plus make informed decisions and wise choices that make a difference in their financial future.

Before his career in the financial services industry, Dr. Gregory held key senior executive management positions in Commercial Banking, Healthcare, Local Government, Internal Auditing, Commercial Real Estate, Investment Advisory Services, and the Insurance Industry. His “Service Above Self” commitment is anchored by his continued involvement with many organizations and serving on several Corporate, Community, and Non-profit Boards.

His new book, "Guide for Business Start-Ups & Existing  Businesses", has become a best seller and is available on Amazon plus bookstores near you.


Doc  has also been featured on NBC News Radio and has 
appeared on the cover of Vital Magazine as Business Owner Coach of the Year!


His mission is to enable individuals and business owners to recognize and achieve their full potential as they build their knowledge, skills, and abilities to achieve successful growth and sustainability. His diverse practice is built on “Empowering clients to make Today’s Vision…Tomorrow’s Reality.”

About "Doc"

Need more details? Contact us

We are here to assist. Contact us by phone, email, or any social media channel.

Phone: 1(443) 506-7996


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