Providing Excellence in Financial Stewardship

"We are known to be a family's trusted advisor in all areas of your financial life"

Products & Services

Investment Advisory

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.

Financial Planning

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.

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 performance, and that by in

Insurances

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. 

Real Estate Services

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

Trust 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.

Executor Services

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.

Our Team

Gregory L. Schaffer

CEO, President
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
Professional Trustee
Professional Executor
Notary Public

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
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

Chief Compliance Officer
Staff Accountant
IRS Tax Professional - PTIN #P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee
Notary Public

Mr. David M. Cocuzzi Joined The Gregory L.

Nicole D. Swinarski

Executive Assistant
NYS Licensed Real Estate Salesperson
Notary Public

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

Theresa E. Furness

NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident and Health Agent
Notary Public

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

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