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Welcome to Georgetown Lawley - Financial Advisors - Buffalo, NY

Georgetown Lawley Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial performances. Our customized programs are designed to help grow and conserve our clients' wealth as we strive to deliver an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@georgetownlawley.com or call us at (800) 648-8091 or (716) 633-9800. We look forward to hearing from you.

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Joe Curatolo’s Publications

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"Just In Case" Financial Blueprint

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Help Us Help You with Social Security Plan

The Georgetown Lawley team has prepared a downloadable form regarding social security. Click the learn more button to find out how to access, fill out, and send in your social security form so we can help you get started today!

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Helpful Content

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

 

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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