URPG Client Experience
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Peter and his staff mean what they say - they really do care for people and take excellent care of people. Thank you, Peter. You have made a significant difference in my personal financial planning and in my lifestyle! – Pam
Peter Gallagher changed my life. I had deferred a lot of our financial planning to my husband and when he passed, Peter understood my needs and goals. I trust him immensely, and enjoy his team and the firm’s high level of service. – Nina
My wife and I are 73-year-old retirees. Peter has been our financial adviser prior to becoming an independent with his own business. We find him to be excellent at what he does. He is honest and intuitive when it comes to knowing the market. We have and would recommend him to family and friends. – Robert and Jeanne
These statements were provided individually on November 4, 2022 by Pam and Nina, and on November 14, 2022 by Robert and Jeanne, who each are clients of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group. These statements may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
To view more client testimonials, go to www.myurpg.com/services
Financial Advisors Focused on Your Retirement
We’re an independent advisory firm that concentrates entirely on the complex and changing retirement income needs of clients age 50 and older. We stand ready to help you address the emotional decisions you must make to confidently prepare for your financially comfortable future.
Services Specialized to Your Needs
Unlike some financial services firms that want to be all things to all investors, we focus on the very specific needs of a select group of clients. That’s why we specialize in retirement income planning, investment management, and legacy planning. We have several advanced planning designations that give us the knowledge to help you make informed decisions in these key areas.
Helping You at Every Stage
Whether you’re planning ahead, nearing retirement, or already retired, our personal retirement specialist can help you take your best steps toward achieving your goals.
