Welcome to Georgetown Lawley – Financial Advisors – Buffalo, NY

CLICK HERE TO LEARN MORE ABOUT GEORGETOWN LAWLEY GROUP

Georgetown Lawley Group 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 visit the Georgetown Lawley Group website 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 Send an Email or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.

Georgetown Lawley Group
Toll-Free: (800) 648-8091
Office: (716) 633-9800
Fax: (716) 633-9789

5350 Main Street
Williamsville, NY 14221

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Disclosures
Securities and Advisory Services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Georgetown Lawley Group, which is not affiliated with Royal Alliance Associates, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, IN, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Buffalo Financial Planning Products & Services

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