Products & Services

As registered representatives and investment advisors through Royal Alliance Associates Inc., our advisors at Georgetown Capital 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

 

The Georgetown Capital Experience:

  1. When you call us you get a live receptionist and not a remote call center.
  2. Over ten years ago we made a conscious decision to over staff our office by two times the industry average.
  3. Advisor's have an average of 23 years experience. (the national average for a financial advisor is 16 years.)
  4. Our business continuity plans include our own backup natural gas generator and Internet backup system. If the power goes out or the DSL line goes down, we have backups in place to be in business when other brokerage firms are not.
  5. We are proud to have over 98% client retention; our clients want to stay put.

 

Our Financial Advisor's will get to know and understand your background, values and objectives to effectively manage your accounts and target your investment goals.

You’ll receive monthly and/or quarterly statements from Royal Alliance, our brokerage firm, and depending on the account type chosen you may also receive quarterly performance reports from Pershing, the custodian of your brokerage accounts. We will also be in contact with you via phone and mail concerning investment themes, tax and other economic news. You are always welcome to contact your Financial Advisor with any questions or concerns that you may have.

Beyond your investments managed, we’ll keep you updated on tax changes and economic trends. We’ll be glad to talk to your accountant and lawyer about tax and estate planning. We will be pleased to assist you in obtaining a Power Of Attorney, Health Care Proxy and Living Will.
The services we provide go well beyond the traditional stock broker relationships you may have had in the past.

 

Simply stated, we strive to go above and beyond to service our clients.

The Georgetown Difference

With all of our experience in the financial advisor field, we know many of the questions that you may ask in the next 10 to 20 years. Many of these questions you probably haven't even considered.
 

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Our Process

We have a six step process that is designed to help our clients succeed.

 

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Background Info

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.
 

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Georgetown Capital Group

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

 

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