Unified Retirement Planning Group | Financial advisors in Briarcliff Manor & Ossining

    URPG Client Experience

    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

    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

    These statements were provided individually on November 4, 2022 by Pam, Nina and Madeleine, 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.

    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.

     

    ​Get to Know Us

    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.

     

    Services for You

    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.

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    Planning Ahead

    You’re balancing multiple competing financial priorities and haven’t completely focused on retirement. A personalized plan lets you know where you stand and what changes may be needed along the way.

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    Nearing Retirement

    We’ll help you explore how to make the best transition from earning a paycheck to enjoying a comfortable retirement.

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    During Retirement

    Your planning isn’t over once you’ve reached retirement. There are still many key decisions to be made. We’ll help you address them all—even the ones you hadn’t anticipated.

     

     

    Giving Back to our Community

    A commitment to serving our community underscores the Unified Retirement Planning Group’s core values. Our team dedicates its time to several community service events throughout the year.

    Making a Difference

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