All Services
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| Gregory L. Schaffer, CEO, CIO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
| Registered Mortgage Broker-NYS Banking |
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| Department NMLO #65042 |
| NYS Licensed Real-Estate Broker, REALTOR® |
| NYS Licensed Property & Casualty Broker & Agent |
| NYS Licensed Life, Accident & Health Agent |
| NYS Licensed Variable Life/Annuity Agent |
| Professional Trustee/Executor |
| IRS Tax Professional PTIN P00062977 |
| NYS Tax Preparer Registration #11039535 |
| Notary Public |
| NMLO #67367 |
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| Investments |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
| Registered Investment Advisor Representative |
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| Phetaphay (Pat) Soratana |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
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| Chief Compliance Officer |
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| Delaney J. Dugan |
(585) 621-3300 Ext 18 Main Office |
| Financial Analyst |
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| Anthony J. Marcello, MBA |
(585) 621-3300 Ext 14 Main Office |
| Financial Analyst |
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| Theresa E. Furness |
(585) 621-3300 Ext 10 Main Office |
| Executive Assistant |
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| Accounting & Payroll Services |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
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| Phetaphay (Pat) Soratana, Accountant |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
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| Notary Public |
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| Anthony J. Marcello, MBA |
(585) 621-3300 Ext 14 Main Office |
| Staff Accountant. Notary Public |
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| Theresa E. Furness |
(585) 621-3300 Ext 10 Main Office |
| Executive Assistant |
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| Insurances |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
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Kelly R. Schaffer,
Vice-President of Sales & Operations |
(585) 621-3300 Ext 12 Main Office |
| NYS Licensed Property & Casualty Agent & Broker |
| NYS Licensed Life, Accident & Health Insurance Agent |
| Professional Trustee |
(585) 230-5830 Cellular |
| Notary Public |
(585) 392-0798 Residential Office |
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| Julie A. Brown |
(585) 621-3300 Ext 17 Main Office
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(585) 500-5936 Cellular |
| NYS Licensed Property & Casualty Insurance Broker |
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| Gina L. Van Allen |
(585) 621-3300 Ext 19 Main Office
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| NYS Licensed Property & Casualty Insurance Broker |
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| Deborah J. Gearing |
(585) 621-3300 Ext 20 Main Office |
| Executive Assistant |
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| Taxation |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
| IRS Tax Professional PTIN P00062977 |
| NYS Tax Preparer Registration #11039535 |
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| Phetaphay (Pat) Soratana, Tax Practitioner |
(585) 621-3300 Ext 15 Main Office |
| Assistant to Gregory L. Schaffer |
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| IRS Tax Professional PTIN P00436894 |
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| NYS Tax Preparer Registration #11052812 |
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| Anthony J. Marcello, MBA |
(585) 621-3300 Ext 14 Main Office |
| Tax Practitioner. Staff Accountant |
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| IRS Tax Professional PTIN P01042200 |
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| NYS Tax Preparer Registration #11307251 |
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| Trusts |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| Certified Financial Planner-CFP® |
(585) 230-3200 Cellular |
| Registered Financial Consultant-RFC® |
(949)313-8884 California Office |
| Professional Trustee/Executor |
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| Kelly R. Schaffer, Professional Trustee |
(585) 621-3300 Ext 12 Main Office |
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(585) 230-5830 Cellular |
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| Real Estate |
| Gregory L. Schaffer, CEO, President |
(585) 621-3300 Ext 11 Main Office |
| NYS Licensed Real Estate Broker, REALTOR® |
(585) 230-3200 Cellular |
| Certified Financial Planner-CFP® |
(949)313-8884 California Office |
| Member of Greater Rochester Association of REALTORS |
| Member of New York State Association of Realtors |
| Member of New York State Society of Real Estate Appraisers |
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