Schaffer & Company Asset Management, Inc. is a SEC Registered Investment Advisor offering fee based investment advisory services, no commissions, no sales charges, unbiased information to guide you to financial independence.
We offer Comprehensive Financial Planning or we can address specific concerns you may have. One of our CERTIFIED FINANCIAL PLANNER™ will engage with you to accurately access and answer all your concerns.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by in
At The Gregory L. Schaffer Insurance Agency, Inc.we have relationships with over 30 major insurance carriers offering All Forms Of Insurance. Call on us instead of you going to 4-5 separate insurance agencies, we do your shopping for you.
Trust the sale of your largest investment to a firm that is not just a REALTOR but a trusted financial professional skilled in all areas of finance, one that you can count on to serve in your best interest.
Taxation & Accounting
Year 'round professional Income tax preparation for Individual, Partnership, Limited Liability Companies, Corporations, Trust, Estates and Gift Tax Returns, Consulting Services
Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Beacon of Light Wealth Preservation, Inc. apart from other trust companies.
At Beacon of Light Wealth Preservation, Inc. we are experts in the services we provide, this is critical as assets of estates go unattended many times which may lead to financial harm to the estate and beneficiaries.
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Schaffer & Company Asset Management, Inc.
Real Estate Broker, REALTOR®
Life, Health Accident, Variable Life, Variable Annuity Agent
Internal Revenue Service-Registered Tax Return Preparer
New York State Department of Taxation & Finance Tax Preparer
Executive Vice President of Beacon of Light Financial Services, Inc.
Chief Compliance Officer
IRS Tax Professional - PTIN #P01705768
NYS Tax Preparer Registration #12002585
SECURITIES AND EXCHANGE COMMISSION [Release No. IA-5469 / March 25, 2020] ORDER UNDER SECTION 206A OF THE INVESTMENT ADVISERS ACT OF 1940 GRANTING EXEMPTIONS FROM SPECIFIED PROVISIONS OF THE INVESTMENT ADVISERS ACT AND CERTAIN RULES THEREUNDER