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

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 Comp

any 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.

In honor of College Savings Month, we’re taking a little trip back to our own college days! Looking back brings plenty o...
09/03/2026

In honor of College Savings Month, we’re taking a little trip back to our own college days! Looking back brings plenty of great memories—and a good reminder of the importance of planning ahead for the next generation’s education.

If you're not talking openly with your adult children about money, you're failing to help build their financial independ...
09/01/2026

If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more f...
08/25/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressu...
08/18/2026

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressure add up, according to NerdWallet’s annual survey.

For the third consecutive year, we're proud to celebrate Dan Gregory being named to the 2026 Forbes | SHOOK Best-In-Stat...
08/13/2026

For the third consecutive year, we're proud to celebrate Dan Gregory being named to the 2026 Forbes | SHOOK Best-In-State Financial Security Professionals list.

This recognition reflects his commitment to serving clients with unmatched excellence and delivering real value through every stage of their financial journey. At Gregory Financial & Associates, Dan continues to prioritize providing reliable solutions and trusted guidance to help clients protect, invest, and preserve what matters most.

Congratulations, Dan, on this well-deserved honor, and thank you to every client who has been part of this journey. We're grateful for your continued trust and look forward to serving our community for many years to come.

Learn more about the list and the ranking methodology here: https://bit.ly/4x0Y0ej

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
08/11/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
08/04/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4wDC3Sd

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a...
07/28/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

The West Texas GO recently held its Mid-Year Business Kickoff Meeting at the Texas Tech Club in Jones AT&T Stadium. The ...
07/25/2026

The West Texas GO recently held its Mid-Year Business Kickoff Meeting at the Texas Tech Club in Jones AT&T Stadium. The event was led by our new Managing Partner, Danny Baker. Our special guest speaker was Grant McCasland, Texas Tech Basketball Coach, who shared his leadership philosophy centered on three core principles: Believe, Give, and Compete. His message emphasized the importance of building trust, serving others, and striving for excellence both professionally and personally.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
07/21/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

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

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