Services

Investment Advisory Services

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.

Comprehensive 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.

Strategic Active Investment Management

Strategic active investment management can potentially lead to higher returns by making informed investment decisions based on research and analysis, while also providing flexibility to adjust portfolios in response to market conditions. Additionally, it can help mitigate risks during market downturns by reallocating investments to more stable options.

All forms of 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. Having many companies available allows us to be very competitive year after year and we strive to provide the best policy for a competitive premium.

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. With 41 years experience selling residential, commercial, new builds, investment property and raw land as well as construction and land development experience, your in good hands with Beacon of Light Realty USA representing you.

Trust & Estate Planning

Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate planning services delivered with the proactive, personal touch that sets Beacon of Light Wealth Preservation, Inc. apart from other trust & estate planning companies.

Professional Trustee & Executor Services

Offering professional trustee and executor services, with 42 years experience in financial oversight, personal attention, and a commitment to fulfilling fiduciary responsibilities with integrity, objectivity, and diligence.

Our Team

Gregory L Schaffer

Gregory L. Schaffer

CEO, President
Chief Investment Officer-CIO
CERTIFIED FINANCIAL PLANNER™-CFP®
Registered Investment Advisor Schaffer & Company Asset Management, Inc.
Internal Revenue Service-Registered Tax Return Preparer
New York State Department of Taxation & Finance Tax Preparer
NYS Real Estate Broker
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident & Health Agent
NYS Licensed Variable Life/Annuity Agent
Professional Trustee
Professional Executor
Kelly R Schaffer

Kelly R. Schaffer

Executive Vice President of The Gregory L. Schaffer Insurance Agency, Inc.
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident & Health Agent
Notary Public
David M. Cocuzzi

David M. Cocuzzi

Partner & Executive Vice President of Beacon of Light Financial Services, Inc.
Chief Compliance Officer
Senior Accountant
IRS Tax Professional - PTIN #P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee
Notary Public
Theresa E. Furness

Theresa E. Furness

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

Commentary, notices & alerts!

Happy New Year!!!

Gregory Schaffer |
Happy New Year from all of us at The Gregory L. Schaffer Companies

Happy New Year!!!

Gregory Schaffer |
Happy New Year from all of us at The Gregory L. Schaffer Companies!!!