Shaun Gregory - Financial Professional with New York Life

Shaun Gregory - Financial Professional with New York Life Agent licensed to sell insurance through New York Life Insurance Company. Through education, I help individuals and families understand their financial goals.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal,

or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 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. Richland Square II
1407 Eisenhower Blvd
Suite 301
Johnstown, PA 15904

06/04/2026

I've recently had several conversations with people who changed jobs and weren't sure what happened with their old 401K.

In many cases, the account was still sitting with a former employer because no one had explained their options.

If you've switched jobs, retired, or have an old retirement account you haven't looked at in years, it may be worth reviewing.

A quick conversation can help you understand your choices and determine what makes the most sense for your situation.

05/20/2026

One thing this business has taught me is how many families are walking around unprotected without even realizing it.

A lot of people think:
“I’ll get to it later.”

But later turns into years very quickly.

Having a plan in place isn’t about fear, it’s about love, responsibility, and protecting the people counting on you.

If anyone has questions about coverage, I’m always happy to help.

05/13/2026

Almost nobody thinks they're ready to talk about life insurance.

People think they need:

More Money
More Time
The Perfect Situation

But honestly, the best time to start planning is before life gets complicated.

Some of the strongest financial moves come from ordinary people simply deciding to protect what matters most.

I genuinely appreciate every person who trusts me enough to sit down and have those conversations. It never goes unnoticed.

05/07/2026

One thing I've learned working with families is that financial planning isn't really about numbers first.

It's about having confidence that the people you care about would be okay if life took an unexpected turn.

Most people don't ignore planning because they don't care, they're just busy. Work, kids, schedules, life.

But even a simple conversation can help uncover gaps people didn't realize they had.

That's why I enjoy what I do. Helping people better understand their options and put a plan in place that fits their goals.

If you've been meaning to review your current coverage or financial strategy, I'm always happy to have a conversation.

05/01/2026

I've been having more conversations lately around life insurance, and one thing keeps coming up...

A lot of people think they're covered but haven't actually reviewed it in years.

Life changes fast:
New job, kids, house, etc.

So, here's a genuine question:

If something happened to you, would your current coverage actually be enough for your family?

Not trying to scare anyone, just something I've been thinking about.

If you've ever wanted a second opinion or just to understand what you have, I'm always happy to help. No pressure at all.

Having a plan in place can help protect what matters most.If it's been a while since you've reviewed your coverage, now ...
04/24/2026

Having a plan in place can help protect what matters most.

If it's been a while since you've reviewed your coverage, now is a great time to take a look.

Feel free to reach out - I'm happy to help.

04/23/2026

Having a child changes everything.

It shifts how you think about the future, what really matters, and the kind of security you want to have in place.

A lot of people don't realize how important it is to take a step back and understand what they currently have, especially when life starts to change.

If you've recently had a child or have been thinking about your family's future, it may be worth taking a look at your current coverage.

I'm always happy to help answer questions or be a resource.

04/20/2026

Big milestone this weekend - I passed my SIE exam.

I'm continuing to build on the financial side of what I do so I can better serve the individuals and families I work with.

A lot of people set up their coverage once and don't revisit it - but life changes.

If you've ever wanted a second opinion on your financial protection plan, I'm always happy to take a look and see if everything still aligns with your goals.

When was the last time you reviewed your financial protection plan?It's something many people set up once and don't revi...
04/13/2026

When was the last time you reviewed your financial protection plan?

It's something many people set up once and don't revisit for years - but life can change over time.

A periodic review can help make sure everything still aligns with your current situation and goals.

If you'd ever like to take a look at your coverage, feel free to reach out. I'm always happy to connect and have a conversation.

04/13/2026

A lot of people think about life insurance, but don't always think about the bigger picture.

Things like protecting your income, planning for long-term care, or making sure everything is set up properly can make a big difference over time.

It's easy to put off, but worth taking a look at.

If anyone ever wants a second opinion or just has questions, I'm always here.

Address

Johnstown, PA

Website

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