Employee Benefits


At Gregory Financial and through our affiliation with Croley Insurance & Financial are proud to offer tailored employee benefits programs for companies and their employees.


The benefit programs are comprehensive and designed to improve employee satisfaction, attract top talent, and foster long-term loyalty.


Retirement accounts offered in collaboration with Gregory Wealth Advisory.

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The group benefits below are offered through our affiliated partnership with Croley Insurance & Financial

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Health Insurance


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Financial Protection: Health insurance helps cover medical expenses, reducing out-of-pocket costs for doctor visits, hospital stays, medications, and treatments.

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Preventive Care: Many health insurance plans include free preventive services like check-ups, screenings, and vaccinations to catch health issues early.

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Access to a Network of Providers: Insurance plans often have a network of doctors, specialists, and hospitals, ensuring quality care at lower negotiated rates.

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Health Savings Account (HSA)


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Tax-Advantaged Account: The HSA provides employees the opportunity to save for future medical expenses with tax-free contributions, earnings, and withdrawals.

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Flexible Use: Funds in the HSA can be used for a wide variety of medical expenses, including prescriptions, doctor visits, and even dental and vision care.

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Roll Over Benefits: Unused funds roll over from year to year, allowing employees to build savings over time for future healthcare costs, including retirement healthcare.

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Dental Insurance


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Coverage for Preventive Care: Most dental insurance plans cover routine check-ups, cleanings, and X-rays, helping to maintain oral health.

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Cost Savings on Treatments: Dental insurance can reduce out-of-pocket costs for procedures like fillings, crowns, and root canals.

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Variety of Plans: Plans vary from basic coverage to more comprehensive options, including orthodontics and cosmetic dentistry.

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Life Insurance


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Employee Coverage: We offer life insurance plans designed to provide financial protection for employees’ family in the event of their death.

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Affordable Premiums: Group life insurance rates are typically lower, providing significant coverage at a cost-effective price.

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Supplemental Coverage: Additional options allow employees to increase their coverage based on individual needs.

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Beneficiary Support: Clear instructions and support are provided for beneficiaries, ensuring they receive the financial security they need.

Employee Benefits

Disability Insurance


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Income Protection: Our disability insurance provides income replacement if employees are unable to work due to illness or injury.

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Short-Term & Long-Term Coverage: Employees are covered for both short-term and long-term disabilities, ensuring income is protected in various situations.

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Financial Security: The coverage ensures that employees won’t face financial strain while recovering, offering peace of mind during tough times.

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Retirement Plans: 401(k)’s, Simple Plans, SEP IRA’s, etc.


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Retirement Savings: Our 401(k) plan allows employees to set aside pre-tax income for retirement.

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Investment Options: Choose from a range of investment options tailored to meet different risk profiles and retirement goals.

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Financial Planning Guidance: Employees receive access to consultations with financial advisors to ensure a retirement strategy aligned with their long-term goals.

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Wealth services are provided in collaboration with Gregory Wealth Advisory.

Empowering Your Future with Comprehensive Employee Benefits

At Gregory Financial, we are committed to offering a comprehensive and competitive suite of financial benefits that enhance the well-being of your employees. By investing in your employees’ financial future, we help build a productive, engaged, and loyal workforce that is essential to the success and growth of our company.



These benefits are not just an investment in your people—they are an investment in the long-term health and success of the organization as a whole.


Ready to join a company that values your financial security?

Contact us today to learn more about the benefits of working with Gregory Financial how we support your employees’ future success.