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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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"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

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Assess Your Life Insurance Needs

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

Comparing Mortgage Terms

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

How Compound Interest Works

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Long Will Your Money Last?

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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