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 [email protected] or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.Services We Offer Meet the Team Community Involvement
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
You’ve made investments your whole life. Work with us to help make the most of them.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are common mistakes you can avoid when saving for retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
At what point can you call a personal vehicle commercial?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.