Providing Excellence in Financial Stewardship

We strive to serve our clients at every phase of their financial life with confidence, expertise, passion and integrity.

Products & Services

Financial Planning

Schaffer & Company offers a comprehensive array of strategic financial planning services backed by the unique investor approach of Schaffer & Company Asset Management, Inc.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer.

Asset Allocation Planning

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 performanc

Insurances

At The Gregory L. Schaffer Insurance Agency, Inc. we have numerous relationships with many carriers offering All Forms Of Insurance and instead of you going to 4-5 separate insurance agencies, we do your shopping for you. 

Real Estate Services

Beacon of Light Realty USA

Residential ~ Commercial ~ Industrial ~ Investment ~ Land

Taxation & Accounting

Year 'round professional Income tax preparation for Individual, Partnership, Limited Liability Companies, Corporations, Trust, Estates and Gift Tax Returns.

Consulting Services

Our Team

Gregory L. Schaffer

CEO, CIO, President
Chief Investment Officer
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®

Mr.

Kelly R. Schaffer

Vice-President of The Gregory L. Schaffer Insurance Agency
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident & Health Agent
Professional Trustee
Notary Public

Kelly is the Vice-President of Insurance division of The Gregory L. Schaffer Companies known as The Gregory L. Schaffer Insurance Agency, Inc.

David M. Cocuzzi

Accountant, Chief Compliance Officer

Mr. David M. Cocuzzi Joined The Gregory L.

Nicole D. Swinarski

Executive Assistant, NYS Licensed Real Estate Salesperson

Nicole joined The Gregory L. Schaffer Companies in 2014 as an Executive Assistant.

Anh B. Tran

NYS Licensed Property & Casualty Broker & Agent

Anh joined our agency in March 2016. Insurance is what she immediately gravitated towards since she graduated from Niagara University as a Business Marketing major in 2012.

Theresa E. Furness

NYS Licensed Property & Casualty Broker & Agent

Theresa joined The Gregory L. Schaffer Companies as their executive administrative assistant in 2011.

Veronica Reed

NYS Licensed Property & Casualty Broker

Veronica is the newest addition to The Gregory L Schaffer Companies, joining the team in 2017 as a Commercial Lines Account Manager.

Commentary worth reading

Investors Seem To Not Care About Valuations

by Gregory Schaffer on Aug 22, 2017

According to widely used valuation metrics, the current stock market is more overvalued now than during most of the bull markets since 1900. However investors continue to maintain high exposures of risk to this very long bull market.

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Should You Have a Living Trust?

by Gregory Schaffer on Aug 11, 2017

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes.

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