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Richard Gregory
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(561) 494-7342(561) 494-7342
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Meet Richard Gregory
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
CA, CT, FL, GA, NC, NJ, NY, PA, RI, SC, VA, WI
FL License: W306368
CA License: 4433287
professional background
Joined Bankers Life in 2014Began work in the Insurance Industry in 1982Education: Boston University, B.S; Saint Peter's University
personal background
Family: Married with three childrenCommunity Involvement: Active in community. Coached 26 different youth teams; Lacrosse, Hockey and Football. Vestry Member Saint Luke's Parish
Richard Gregory, Bankers Life Agent and Bankers Life Securities Financial Representative in West Palm Beach, FL
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(561) 689-3592(561) 689-3592
Direct Phone:
(561) 494-7342(561) 494-7342
Cell Phone:
(646) 209-3757(646) 209-3757
Branch Info
1601 Forum Place
Ste 300 301
West Palm Beach, FL 33401
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
8am-8pm
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Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in West Palm Beach, FL
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Richard Gregory
5.0
Rating 5.0
(28 Reviews)- December 18, 20255.0 out of 5.0Rating 5.0RICHARD GREGORY has been helping me for many years with my health insurance. I can’t imagine navigating the process on my own. His experience and expertise are outstanding. Any questions I may have. He is quick to call back and address any of my concerns.
- December 3, 20255.0 out of 5.0Rating 5.0I can’t ask for a better agent. Very helpful and very polite.
- December 2, 20255.0 out of 5.0Rating 5.0Easy to work with. Makes it all understandable and you know what to expect in the coming year.
- November 24, 20255.0 out of 5.0Rating 5.0Very competent, great customer service, knowledgeable and helpful. Very responsive to your questions and concerns. A problem solver.
Joe Madalon, Darien, CT - November 14, 20255.0 out of 5.0Rating 5.0Richard Gregory is Wonderful!!
- November 5, 20255.0 out of 5.0Rating 5.0Richard has been a huge help to us over the past few years. He is knowledgeable and is always working in our best interests. We highly recommend him!
- October 2, 20255.0 out of 5.0Rating 5.0Richard is an agent with extensive knowledge of what a person who is about to start their experience with Medicare benefits from. Excellent customer service.
- September 18, 20255.0 out of 5.0Rating 5.0Richard is FANTASTIC. He was recommended by a co-worker and he has met all of our needs above and beyond. He is also very courteous and informed about his business. a real pro! I would recommend Gregory to anyone needing insurance support.
- September 17, 20255.0 out of 5.0Rating 5.0Richard Gregory came into our lives eight years ago when we turned 65 & when we had no idea what to do ! A cold call was a blessing sent to us at the perfect time He came to our home many times & spent hours with us informing us about Medacare and what we were entitled to. We have learned so much with his incredible knowledge about Insurance & now Richard is our financial advisor. Richard has become a very special friend that you can TRUST! He is always available & I would recommend him to all.
- May 13, 20255.0 out of 5.0Rating 5.0What a great individual. He gave me such great service and great advice. Thank you Gregory
- April 14, 20255.0 out of 5.0Rating 5.0Mr. Gregory was so helpful and knowledgeable. He was great! Looking forward to working with him further.
- March 18, 20255.0 out of 5.0Rating 5.0Outstanding knowledge and service
- February 13, 20255.0 out of 5.0Rating 5.0I like working with Richard very much. He doesn't talk over my head and if he does he pause's and explains the "Greek to Me" information so I can understand. He doesn't make me feel ignorant rather, he invites questions and answers them fully.
Thank You Richard! - December 17, 20245.0 out of 5.0Rating 5.0Richard is extremely Knowledgable on all fronts. He treats you like family.
- December 11, 20245.0 out of 5.0Rating 5.0Great customer service! Richard is very knowledgeable and very helpful.
Thank you Richard - November 22, 20245.0 out of 5.0Rating 5.0Richard listens, knows the products and the regulatory framework. He will patiently work through details that might baffle a layperson. And it’s not on autopilot: he requires an annual pre renewal meeting to consider your situation and that of the health insurance market/regulatory framework.
- November 14, 20245.0 out of 5.0Rating 5.0Richard has extensive knowledge both in medical insurance and wealth management. He is extremely attentive and gives amazing personal attention. He is fast to follow up and explains all relative details to questions and concerns. I highly recommend Richard Gregory “ he offers a personal touch, rarely found these days”
- November 13, 20245.0 out of 5.0Rating 5.0We could not have navigated the world of Medicare without Richard. He is patient experienced and very helpful.
- November 13, 20245.0 out of 5.0Rating 5.0Richard is a master at customer service!
- May 23, 20245.0 out of 5.0Rating 5.0Richard took the time to fully understand my financial needs and goals; and communicates with me clearly and often about important updates. He is trustworthy, compassionate and always available when I need him for financial advice. With Richard, I am always certain that my financial assets and personal interests are safe and in good hands. I would enthusiastically recommend Richard as a Financial Advisor to all my family and friends.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Richard
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (646) 209-3757 or fill out the form. I’ll be in touch soon.
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