No matter the size of your special district or company, Gregory & Associates offers an array of products and programs to assist you in building an employer-sponsored retirement plan to help you attract and retain talented employees.
We offer 401(a), 403(b), 457(b), 401(k) (where applicable) and LOSAP plans; government, profit sharing, money purchase, and pension plans.
We strive to help our clients achieve 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.
Retirement solutions for any size business
Our broad array of retirement products can help meet the needs of all size organizations. We offer products and programs for:
Health Care, Education, and Non-profit
Simplifying your role as a plan sponsor
The changing retirement and employee benefit landscape can be difficult to navigate without an experienced partner.
With many years of experience, Gregory and Associates can help you attract and retain talented employees economically with the retirement products and programs that are suitable for your business and your budget.