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

Gregory L. Schaffer

CEO, President
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™-CFP®
Registered Investment Advisor Schaffer & Company Asset Management, Inc.
New York State Real Estate Broker
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

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

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!!!