Georgetown Capital

 


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Welcome to

Ask us about College planning through 529 Plans.....Our Investment Professionals can help you plan for all your financial needs.....Call us for more information on Long Term Care Insurance and all of you Insurance needs.....Inquire about upcoming seminars.....Let us help you determine your Risk Tolerance Objectives.....For all of your Estate planning needs, contact us.

 is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering 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  or call us at . We look forward to hearing from you.

Market Snapshot

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Joe Curatolo, Managing Executive of Georgetown Capital Group, appears each week on WGRZ-TV’s morning show Daybreak.  Every Monday, Joe dispenses a wide variety of financial advice in a segment called Money Mondays.

Whether it’s discussing the latest happenings on Wall Street, improving your credit score, or tips on saving money on interest rates, Joe provides information to help every listener’s pocket book.  So, turn on NBC Channel 2 every Monday between 5am-7am to catch Joe and Money Mondays!


The Investment Train:
Choosing the Right Track to Retirement


The Investment Train: Choosing the Right Track to Retirement strips away trendy investment advice to offer back-to-basics financial information.  Its goal is to help readers make sure they have enough “gold” for your golden years.  All it takes is solid planning and the courage to stick with your strategy even when “chic” investment temptations stare you in the face.

The stock market’s incredible rise during the 1990s made it easy for almost   anyone to make money.  That investment euphoria led both professionals and amateurs to take a great deal of risk in their portfolios, often following one fashionable investment after another.  When the bubble burst those people lost an incredible percentage of their portfolios.  

However, those who created their plan and stuck with it limited their losses significantly. 

“I wrote this book with two audiences in mind,” said the author Joseph Curatolo, who is also president of Georgetown Capital Group.  “First, for the do-it-yourself investor seeking insight on creating a plan, and second, for someone who wants to learn how to maximize their relationship with their financial advisor.” 

The Investment Train takes a step-by-step approach to help people evaluate their current financial situation, calculate how much money they will need in retirement, determine how much risk they want to take and then provide the appropriate investment plans. 

“In this day and age where a well thought out retirement plan is critical (this book) is a great engine to start the planning process,” said Jim Ruff, president of Oppenheimer Funds Distributors.

The book also provides insight on minimizing tax implications, proper insurances and strategies for withdrawing money from a retirement account.

“This is a must read for anyone interested in achieving their financial goals,” said Kevin Myeroff, financial commentator for WKYC-TV in Cleveland. “Joe has a way of taking complex issues and explaining them in laymen’s terms.”

The Investment Train is available at Amazon.com, Borders Bookstore or by calling Georgetown Capital at (800) 648-8091.  If you would like an autographed copy, please call Georgetown Capital Group.

 


Securities and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington State and Wisconsin.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer “BD”, investment advisor “IA”, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



5350 Main Street  
Williamsville,  NY 14221
Tel: 716-633-9800   Fax: 716-633-9789
E-mail: mmcisaac@georgetowncapital.net


Securities offered through Royal Alliance Associates, Inc.
Member FINRA & SIPC.