Richard Gregor

Richard Gregor

Partner

Richard Gregor


Partner
Phone: (248) 641-3532
Fax: (248) 641-3537
E-mail:
rgregor@ataspen.com

5435 Corporate Drive, Suite 240
Troy, Michigan  48098


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Richard Gregor, CPA, has over 30 years of experience serving clients in the financial, retirement and estate planning marketplace. Rick takes pride in his client relationships from the very start. He spends as much time as necessary to understand each client's unique financial situation and philosophies regarding their financial goals and concerns. Prior to his 30 years in the finance industry, Rick worked as a CPA handling planning strategies for Business and Personal Income Taxes, Estate Preservation and Retirement Planning at two accounting firms. This well rounded experience gives him the unique ability to relate to clients and develop customized solutions for specific needs with their financial planning development and implementation. Today he restates this commitment to current and future clients as a member of @Aspen.

Credentials

  • Certified Public Accountant (CPA)
  • The Wharton School, Retirement Planning Specialist Designation
  • Five-Star Wealth Manager
  • Walsh College, Bachelor of Accountancy
  • Broker/Securities License Series 7
  • AXA Advisors, LLC
  • Superior Achievement Award
  • Centurion
  • Circle of Excellence
Richard's Assistant


Kiley Miller
Assistant

(248) 641-3506
kmiller@ataspen.com

California Insurance License #: 0I96109


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

At Aspen, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 248-641-3532
Fax 248-641-3537
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