Georgetown Capital 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.
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.
Company principals and advisors are registered representatives of broker dealer Royal Alliance Associates, Inc. With 16 team members, Georgetown Capital Group manages, through Royal Alliance, more than $450 million for hundreds of clients, and maintains a 98% client retention ratio. We believe our financial advisors are some of the best in the industry, with a 28-year average tenure. Since we opened our doors more than 25 years ago, our clients have come to appreciate the experience and credentials of our financial advisors.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 5350 Main Street, Buffalo,ny 14221,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- georgetowncapital.net
- HQ
- Buffalo, NY
- Competitors
- Snyder Wealth Group, Summit Wealth Management, Inc., Granite Holding, SRM Equity Partners, LLC, Solomon Stanley Financial, New York Financial Partners - OSJ Affiliate of Osaic Wealth, Acorn Financial Services, Ciccarelli Advisory Services, Inc., Baseline Capital Group, Georgetown Capital.
Georgetown Capital Group Questions
Georgetown Capital Group's website is georgetowncapital.net
Georgetown Capital Group's LinkedIn profile is https://www.linkedin.com/company/georgetown-capital-group
Georgetown Capital Group has
6 employees.
View email and phone details for 6
employees at Georgetown Capital Group.
Georgetown Capital Group's industry is
Financial Services
Georgetown Capital Group's top competitors are
Snyder Wealth Group,
Summit Wealth Management, Inc.,
Granite Holding,
Srm Equity Partners, Llc,
Solomon Stanley Financial,
New York Financial Partners - Osj Affiliate Of Osaic Wealth,
Acorn Financial Services,
Ciccarelli Advisory Services, Inc.,
Baseline Capital Group,
Georgetown Capital.
Georgetown Capital Group's categories are Financial Services
Georgetown Capital Group's founding year is 1987
