Welcome to Georgetown Capital

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 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@georgetowncapital.net  or call us at 716-633-9800. We look forward to hearing from you.

 
Recognition & Awards  

At Georgetown Capital Group we are committed to providing our clients with objective financial guidance delivered with the highest levels of honesty, integrity and overall excellence possible.   

We are especially proud when we receive industry validation and recognition for our commitment to excellence.  However, we recognize that we could not achieve this level of success without our clients. We are truly thankful for our clients’ continued support.    

Below is a list of some of the awards and accolades that we have received.

 Four years in a row, 2010, 2011 & 2012, 2013, Georgetown Capital Group
was recognized by Buffalo Business First as one of the
Best Places to Work in Western New York. 


 Named by Buffalo Business First as a
Top 20 Corporate Philanthropists in 2011, 2012 & 2013.

 Named by Buffalo Business First as a
Most Admired Company in 2013.
 


Congratulations to Joseph Curatolo, Ronald Migliore, and Stephen Wzontek for being inducted into the Royal Alliance Masters Club  for achieving 25 years of service with Royal Alliance Associates, Inc.


Joe Curatolo, Managing Executive of Georgetown Capital Group, appears on WGRZ-TV's morning show Daybreak. 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 to catch Joe!

 

Who Gets What: A Guide to Estate Planning

If you didn't wake up tomorrow morning, what would happen to all of your assets?  We spend most of our adult life earning and investing money to build a nest egg for our retirement.  We are so focused on preparing for and funding our future we forget to think about the next step - what should be done with the assets you leave behind?  This is the premise of my new book, "Who Gets What: A Guide to Estate Planning".

No matter how large or small your estate is, it is essential that you have a plan for how your assets should be distributed.  "Who Gets What" is designed to help you start thinking and asking the right questions to begin making a plan for your heirs.  The book covers a range of topics from basic ideas to more advanced planning and is designed to be a helpful, easy to read guide to help anyone with estate planning.

 "Who Gets What" includes several worksheets to help you in developing your own plan that works for you. Click here  for a comprehensive Financial Blueprint  with 14 worksheets similar to the ones in the book to start your own estate plan.
 
"Who Gets What" features real life examples of what people, famous and not so famous, did right and wrong to help you design your personal plan.
 
To order a copy, go to www.amazon.com .

 

 

The Investment Train:
Choosing the Right Track to Retirement

The Investment Train: Choosing the Right Track to Retirement strives to strip 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.

Click here to read more 

 

Market Snapshot

more market data

  

 

newsletter
 
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©2009 Georgetown Capital Group. All rights reserved. 5350 Main Street, Williamsville, NY 14221, 800.648.8091

Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Georgetown Capital Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor. Royal Alliance Associates, Inc. does not offer legal services.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements 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, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Best Places to Work in Western New York, Most Admired Companies & Top 15 Corporate Philanthropists are based on research from Buffalo Business First, 2013.

5350 Main Street , Williamsville, NY 14221
Phone: 716-633-9800 Toll Free: 800-648-8091 Fax: 716-633-9789
Email: info@georgetowncapital.net