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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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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

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

 

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Is My Net Worth?

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

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

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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