Peter J. Grogan,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Grogan, CFP®

CLU, AEP

Vice President

United Capital Wealth Management

374 Delaware Ave
Buffalo, NY 14202
(716) 332-1960

General

Peter Grogan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Capital Wealth Management in Buffalo, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner ( AEP)

Insurance Licenses

  • Life insurance: FL,CO,PA,VT
  • Health/disability insurance: same
  • Fixed annuities: same

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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