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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Our Financial Advisors
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/> Joe Curatolo’s Publications
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"Just In Case" Financial Blueprint
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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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 Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.