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Home > Financial Planner Directory > California > Huntington Beach > Ted Gregory, CFP®

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Ted Gregory, CFP®

Gregory Advisors Incorporated

7755 Center Ave
Suite 1100
Huntington Beach, CA 92647-3091
Phone: (714) 372-2299
Fax: (714) 372-4935

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Disaster Recovery
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Starting a Family
Succession Planning
Sudden Wealth
Nontraditional Households
Special Needs
Women's Finances

How Planner Charges

Fee Only

Considerations: Our niche specialities are: Retirement Planning within the context of overall family Wealth Managemnt, and Late Stage College Planning. Go to : WWW.SAVE-ON-COLLEGE-NOW.COM for details on our College Planning Service.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.