Harris Gregory Financial Group
Harris Gregory Financial Group

Bulletproof Your Finances with Confidence, Clarity, and Control.

Bulletproof Your Finances with Confidence, Clarity, and Control.Bulletproof Your Finances with Confidence, Clarity, and Control.Bulletproof Your Finances with Confidence, Clarity, and Control.

Let's plan your brighter future!

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About

Making & Meeting Goals

Traditional financial planning usually focuses on diversification within one asset class, such as the stock market. However, it has been proven that you will yield far better results if you invest in multiple asset classes that have nothing to do with each other. As we all know, life is never predictable and the world we live in changes frequently. In order to hedge against these situations, we will come up with a plan that will fit your specific goals and dreams. 


Building Strong Futures

We're passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. 

About our Founder | Greg Tepper, CFBS

Since 2006, Greg has been helping businesses and individuals safeguard their assets and plan for their future. In 2015 he became Managing Partner of Harris Gregory Financial Group. He currently owns multiple businesses in different sectors, which gives him insight that a typical advisor does not have. When he’s not working, he enjoys spending time with his family, boxing, and visiting exotic and classic car shows. 

Services

Financial Planning

Guaranteed Private Placement Investments

Guaranteed Private Placement Investments

We'll discuss your goals and dreams, to create a plan to get you there.

Guaranteed Private Placement Investments

Guaranteed Private Placement Investments

Guaranteed Private Placement Investments

Receive high-yielding guaranteed contractual returns. All interest given up front. Principal returned weekly, and/or monthly.

Employee Retention Credit Consulting

Guaranteed Private Placement Investments

Employee Retention Credit Consulting

Business owners can receive a check from the IRS up to $26,000 per W2 employee. Calculations are based on 2020 and 2021. 

Business Strategies & Consulting

Business Strategies & Consulting

Employee Retention Credit Consulting

Maximize cash flow, increase profit margin, and position your business for a profitable exit strategy.

Cryptocurrency & Digital Assets

Business Strategies & Consulting

Cryptocurrency & Digital Assets

We'll help you navigate the blockchain, and advise you on which digital assets have a purpose and utility behind them. Crypto can be turbulent which is why investing in the right coins are vital.

Real Estate

Business Strategies & Consulting

Cryptocurrency & Digital Assets

We will assist you in finding cash buyers for your property in any state. Wholesaling opportunities, "Fix and Flips," and Seller Financing guidance.

Personal Credit Counseling

Personal Credit Counseling

Personal Credit Counseling

Learn strategies to quickly increase your FICO score, setting yourself up for the best lending rates possible.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.

Employee Retention Credit is a refundable tax credit against certain employment wages for 2020 and 2021. A business can be eligible up to $26,000 per W2 employee. 

No. This is not a loan. This is a refundable tax credit. When we file your ERC claim, we request a refund check for you. 

Yes. The Tax Payer Certainty and Disaster Tax Relief Act of 2020, enacted December 27th 2020, modified the ERC credit rules. One of the modifications included allowing a company to have a PPP loan and still take advantage of the ERC credit. However, you can't use the same dollar for dollar funds. We take this into account when processing your ERC credit.

Yes. Originally there were two qualifiers. Recently, a third qualifier was introduced. This little known qualifier deals with supply chain disruptions. Many businesses are now eligibile. Please call us for more information.

Of course... The challenge is, the ERC credit is taken on your payroll returns, and not through your business income tax returns, which is what most CPAs handle. Because of this, most CPAs do not process this credit, unless they process your payroll in-house. From our experience, many CPAs and large payroll firms are not as knowledgeable with the constant qualification changes, which in turn mitigates your potential credit recieved. Very few are able to effectively maximize this sizeable credit for your business. 

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Contact Us

Call us or send a message, and tell us more about your financial goals. We will get back to you as soon as possible to discuss your personal or business financial needs.

Harris Gregory Financial Group Inc.

Office: 1-800-958-9477 Direct: 1-516-500-2605 Email: info@harrisgregory.com

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Harris Gregory Financial Group Inc.

150 Motor Parkway, Suite 401-#0124, Hauppauge, New York 11788, USA

OFFICE: 1-800-958-9477 Direct: 1-516-500-2605

Copyright © 2023 Harris Gregory Financial Group Inc. - All Rights Reserved.

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