Gregory, is a managing partner of Premier Heritage, a leading financial firm, that focuses on education, and provides Tax, and Financial Planning services.
Greg graduated from Binghamton University, in 2006, and shortly after started his career as a Financail Consultant. Then in 2010, he went on to enroll in NYU’s prestigious financial planning program, passed the Certified Financial Planner board exam, and was awarded the CFP® certification. In 2012, Greg launched his first financial firm, Gregory & Company Comprehensive Wealth Management, and soon after, in 2013, co-founded, the Personal Tax and Financial Planning firm, Premier Heritage.
Greg is considered an innovative thought leader in the financial service industry, and his professional opinions are quoted in over a dozen publications, including but not limited to: the Wall Street Journal, MarketWatch, WealthyRetirement, and the Huffington Post.
When away from the office, he enjoys above all, spending quality time with his growing family and friendsGreg’s favorite quote is by the late Mia Angelou “when you learn teach, when you get give”. Greg has over 15 years of experience helping families and small business to achieve their financial goals. As co-owner and Certified Financial Planner at Premier Heritage, he focuses on helping people to preserve and grow their wealth, and to leave a legacy for future generations to build on. Greg’s research and professional opinions, have been quoted in several financial publications, including Wall Street Journal, NerdWallet, Financial Planning magazine, and the Huffington Post. He’s currently working on his first book, designed to help as many people as possible, to “achieve and leave a legacy”. Greg lives in Rockville Centre with his wonderful wife, his two sons, and of course the leader of their wolf pack, Brooklyn, a howling, and very hyper Husky.
(631) 385-5347