8055 E. Tufts Avenue, #1400
Denver, CO 80237
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Serving You Since 1969

Plan Today for a Prosperous Tomorrow

Envision Your Future

Explore Your Options

Execute Your Plan

Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Financial Plan

Put Controls on the Plan

How We Work

• Establish your values and objectives
• Audit of your situation

• Create a roadmap to help toward achieving your goals
• Coordination and implementation

• Ongoing review to adjust things when needs change

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Gregory and Associates—

We strive to help our clients toward achieving a sense of security through the attainment of their financial objectives by providing customized financial planning advice and exceptional service.

We believe that long-term client relationships are more important than short term gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust - these are the commitments we make to each of our clients.
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