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.
Financial Services We Offer Meet Our Financial Services Team Community Involvement The "Savvy" Social Security Form
Recognitions and Awards
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/> Joe Curatolo’s Publications
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"Just In Case" Financial Blueprint
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How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
To choose a plan, it’s important to ask yourself four key questions.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.