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Peter G
CFP®, Series 63, Series 65
Buffalo, NY
United Capital Financial Advisors
Peter Grogan is a CFP® with 43 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2012 and previously worked at Girard Securities, Inc. He serves as treasurer and trustee for the Julian R & Varue W Oishei Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.
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