In The News

Peter Gallagher, Contributor to Bass World magazine

bass world logo
 

Peter Gallagher recently authored and published the "Five Life Stages: Paths to Saving for Retirement" in the Bass World - The Magazine of the International Society of Bassist.

This article describes the five life stages to saving for retirement and decodes some of the more popular retirement savings products, from Roth IRAs to 403(b) plans.  

 

 

Briarcliff's Gallagher Specializes in Retirement Planning

The Gazette title
 

Peter J. Gallagher, a long-term resident and active community member of Briarcliff Manor, has established Unified Retirement Planning Group (URPG) in Briarcliff Manor. Learn more about his company and his mission in the Press Release appearing in the December 1, 2016 issue of The Gazette:  Gazette Press Release new

 

 

Briarcliff Manor Small Business Spotlight: Unified Retirement Planning Group

Patch
 

Our Small Business Series Shines a Light on Local Business Owners in the Community  -

Every local business has a story worth sharing with the community. And that's the belief behind this exciting series [from the Patch] - to shine the spotlight on all our favorite local businesses, and to learn a little about the ones we may not know that well.  Find out more about Unified Retirement Planning Group as interviewed by Lanning Taliaferro in the Oct 4, 2016 online issue of their Small Business Spotlight series. 

 

Business Spotlight: Retirement Planning in Briarcliff Manor

River-Journal
 

On Monday April 24, 2017, the River Journal of Irvington / Tarrytown / Sleep Hollow / Briarcliff Manor, did a Business Spotlight on Peter J. Gallagher, Managing Director of the Unified Retirement Planning Group.  Read more about it on their online edition of the River Journal.

 

 

Peter J. Gallagher Receives Five Star Wealth Manager Award

The Five StarSM Professional* award goes to individuals who provide exceptional service based on research with peers, firms, consumers, and regulatory sources.  Read about the highlights of Peter's 2017 award here: The Five Star Award 2017

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,680 New York City wealth managers were considered for the award; 161 (10 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year.) These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.