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

This statement was provided on 11/4/22 by Pam, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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

This statement was provided on 11/14/22 by Robert and Jeanne, clients of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

Peter has been such a great help to us in our financial and retirement planning. We respect him as a man of integrity, with extensive financial experience and expertise. He demonstrates constant attention to detail in handling our financial affairs and provides valuable advice and insights, in a kind and patient manner. - Jim and Debbie

This statement was provided on 12/18/22 by Jim and Debbie, clients of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

Peter Gallagher and his URPG team continue to be a terrific partner to the nonprofit associations that my company manages, and their investment portfolios. Peter is able to communicate complex information in a way that anyone can understand, which is especially important in the often-intimidating world of finance. It’s so good to be able to pick up the phone and immediately talk to someone who knows and cares about us and our client associations. Peter makes even small fish feel like big fish! - Madeleine

This statement was provided on 11/4/22 by Madeleine, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

I have known Peter Gallagher for almost 20 years. I am confident that the advice he gives me is exactly what he implements for himself. Peter is also always warm and welcoming. - Etta

This statement was provided on 12/21/22 by Etta, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

Peter is extremely conscientious with his investment decisions for me. He really understands my financial goals and assets, and doesn't make financial decisions for me that he wouldn't make for himself. Peter is not only my financial advisor but also a good friend whom I can rely on and trust. - Natalie

This statement was provided on 12/21/22 by Natalie, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

Peter is the best when it comes to helping you navigate the intricacies and often complex world of financial planning. He is always ready to listen and address any concerns that you may have. Peter and his team care about their clients and are people of integrity. I count myself fortunate to have them in my corner. – Maria

This statement was provided on 11/30/22 by Maria, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.

As an entrepreneur myself, it was important to find an advisor who understood my specific needs and goals, and the pressures I sometimes face to achieve them. I have found that in Peter. His wealth of knowledge is combined with a calm and sincere manner. He genuinely cares about me as a client and as a person. I highly recommend him and the URPG team. – Sadie

This statement was provided on 12/5/22 by Sadie, a client of Peter J. Gallagher, Managing Director, Unified Retirement Planning Group.  This statement may not be representative of the experience of others and is not a guarantee of future performance or success.  For additional reviews, search us wherever local businesses are reviewed.