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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 12pm

Dan Gregory, Founder/CEO - Gregory Financial & Associates LLC

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Lubbock, TX
Dan Gregory, Founder/CEO - Gregory Financial & Associates LLC

Specialize in helping multigenerational business owners and families. AR ins lic #17030009.

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. 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
Lubbock, Tx 79424
(806)-698-5600

I am not licensed in all jurisdictions. 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. A genuine approach in building client relationships with families, business owners/professionals, individuals, and retirees to create customized solutions for retirement, wealth transfer, succession, legacy, and gifting solutions.

10/27/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

10/26/2026

10/21/2026

No fool’s gold here—just solid savings! !" National Savings Day is all about building your treasure chest, one contribution at a time. How are you growing yours?

10/20/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/19/2026

Designed for professional advisors, the 2026 Advisor Symposium explores timely issues that can shape today’s client planning conversations. Hear perspectives on wealth transfer, income tax planning, family succession, advanced estate planning, and business succession and buy-sell planning—then see those concepts brought together through practical case-study discussions.

10/13/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/08/2026

Financial planning can look different at every stage of life. Your goals, responsibilities and priorities will change, and your plan can change with them. The important part is having a plan that grows with you.

10/06/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
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Address

6121 79th Street
Lubbock, TX
79424

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 12pm

Website

http://www.gregoryfinancialassociates.com/

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