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

    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.


    ​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.

    Just Getting Started Icon

    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.

    Nearing Retirement Icon

    Nearing Retirement

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

    Planning to Retire Icon

    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

    Use this photo for Home Page - Giving Back to our Community






    Join our Mailing List!

    Sign up for frequent updates on the latest industry news and our events for clients and community.