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

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 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. 

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.

Executor Services

At Schaffer Wealth Preservation & Capital Management, 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


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.

Commentary worth reading

Make 529 plan contributions before the year end!

by Gregory Schaffer on Dec 7, 2018

If you're a new York State taxpayer and a 529 plan account owner, you may be able to deduct up to $5,000 ($10,000 if you're married filing jointly) of your Direct Plan contributions when you file your state income taxes. Please consult your tax advisor. You must make a contribution before the end of a given calendar year for it to be deductible for that calendar year. If you send your contribution by U.S. mail and it's postmarked on or before December 31, we'll treat your contribution as having been made in the year in which it was sent.
Read More
Dollar-cost averaging (DCA) is an investment technique which involves buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. As a result of the approach, the investor ends up purchasing more shares when prices are low, and fewer shares when prices are high.
Read More

Social Security adds COLA of 2.8% next year !

by Gregory Schaffer on Oct 11, 2018

The Social Security Administration announced today that 63 million beneficiaries, including retirees, disabled workers and their eligible dependents and surviving family members, will receive a 2.8% increase in benefits next year, the largest annual cost-of-living adjustment since 2012.

Read More

Saving for College

by Gregory Schaffer on Sep 26, 2018

Rely on good counsel for your college financial planning. See one of our Certified Financial Planners-CFP® to help achieve your future goals.
Read More