Our mission at Georgetown Capital Group is to help our clients reach their financial goals while helping to instill confidence in their investments. We strive to achieve this by continuously providing specialized services that, we hope, not only meet, but exceed our clients' expectations while raising the bar on the industry standards of customized financial planning services. We are here to give our clients comprehensive, objective and sensible direction with investments and insurance products that can be integrated into all facets of their financial lives.
At Georgetown Capital Group, our goal is to provide a positive working atmosphere with state of the art technology so that our representatives and staff members can continue in our effort to deliver world class services to our clients.
Our Core Beliefs:
- We believe in providing our clients with world class service.
- We believe in being brutally honest with clients, as you get to know us you’ll realize that we don’t sugar coat anything.
- We believe that two way communication is a requirement for our clients to achieve their financial goals (including semiannual reviews, client audits, conference calls and newsletters).
- We expect a minimum ten year relationship with each of our clients.
Georgetown Capital is a financial advisory firm headquartered in Williamsville, New York. The firm was founded by Joseph V. Curatolo in 1987 to give investors independent financial advice, not part of a national chain-store brokerage firm that often gives cookie cutter recommendations to fulfill their corporate agenda.
Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients' wealth by striving to deliver an unprecedented level of personalized service. We provide a brutally honest and holistic approach to managing clients' financial and non-financial future.