Providing Excellence in Financial Stewardship

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


Investment Advisory

Schaffer & Company Asset Management, Inc. is a SEC Registered Investment Advisor

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


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

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


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

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.

Theresa E. Furness

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

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

Commentary worth reading

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.

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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.
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