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Buffalo Financial Planning Products & Services

As registered representatives and investment advisors through Osaic Wealth, Inc. our advisors at Georgetown Lawley Group have several different investment options that are available to you and can assist you with any of the following:

Investments:

  • Bonds (Taxable and Tax-free)
  • Common Stocks
  • Mutual Funds
  • Government Securities
  • Variable Annuities
  • ETF (Exchange Traded Funds)

Account Types:

  • Brokerage Accounts
  • Fee Based Advisory Accounts
  • IRAs
    • Fee Based
    • Traditional
    • Roth
    • SEP
    • Simple
    • Education
    • Beneficiary
    • Spousal
  • Custodial Accounts
  • Trust Accounts

Financial Planning:

  • Retirement Planning
  • Tax Planning
  • 401(k) and 403(b) Plans
  • College Planning
  • Estate Planning
  • Corporate and Key Person
  • Profit Sharing

Insurance:

  • Disability Income
  • Life Insurance
  • Long Term Care

Additional Services:

  • Power of Attorney
  • Health Care Proxies
  • Living Wills
  • Notary