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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  
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
 
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
 
Phetaphay (Pat) Soratana (585) 621-3300 Ext 15 Main Office
Assistant to Gregory L. Schaffer    
Chief Compliance Officer  
   
Delaney J. Dugan (585) 621-3300 Ext 18 Main Office
Financial Analyst  
   
Anthony J. Marcello, MBA (585) 621-3300 Ext 14 Main Office
Financial Analyst  
   
Theresa E. Furness (585) 621-3300 Ext 10 Main Office
Executive Assistant
   
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
   
   
Phetaphay (Pat) Soratana, Accountant (585) 621-3300 Ext 15 Main Office
Assistant to Gregory L. Schaffer    
Notary Public  
   
Anthony J. Marcello, MBA (585) 621-3300 Ext 14 Main Office
Staff Accountant. Notary Public  
   
Theresa E. Furness (585) 621-3300 Ext 10 Main Office
Executive Assistant
   
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
   
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
   
Julie A. Brown

(585) 621-3300 Ext 17 Main Office

  (585) 500-5936 Cellular
NYS Licensed Property & Casualty Insurance Broker
   
Gina L. Van Allen

(585) 621-3300 Ext 19 Main Office

NYS Licensed Property & Casualty Insurance Broker
   
Deborah J. Gearing (585) 621-3300 Ext 20 Main Office
Executive Assistant
   
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
   
Phetaphay (Pat) Soratana, Tax Practitioner (585) 621-3300 Ext 15 Main Office
Assistant to Gregory L. Schaffer   
IRS Tax Professional PTIN P00436894  
NYS Tax Preparer Registration #11052812  
   
Anthony J. Marcello, MBA (585) 621-3300 Ext 14 Main Office
Tax Practitioner. Staff Accountant  
IRS Tax Professional PTIN P01042200  
NYS Tax Preparer Registration #11307251  
   
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

 

   
Kelly R. Schaffer, Professional Trustee (585) 621-3300 Ext 12 Main Office
  (585) 230-5830 Cellular        
   
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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