Company Directory

Contact Us

Monday – Friday: 8:30 AM to 5:00 PM (by appointment after 5 PM)
Saturday: By appointment only

* Represents primary contact for specific service


All Services

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com


Investments

* Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

David M. Cocuzzi, M.S.
Chief Compliance Officer
Tax Practitioner – Staff Accountant
IRS Tax Professional PTIN P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee/Executor
Notary Public

(585) 563-8536 Direct Dial
(585) 563-8849 Direct Fax
(585) 621-3300 Ext 181 Main Office
(585) 621-3334 General Office Fax
(888) 225-1350 Toll Free

Email: dcocuzzi@gregoryschaffer.com

Nicole D. Swinarski
NYS Licensed Real-Estate Salesperson
Executive Assistant
Notary Public

(585) 563-8619 Direct Dial
(585) 563-3889 Direct Fax
(585) 621-3300 Ext 101 Main Office
(585) 621-3334 General Office Fax
(585) 301-3267 Cellular
(888) 225-1350 Toll Free

Email: nswinarski@gregoryschaffer.com


Accounting & Payroll Services

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

* David M. Cocuzzi, M.S.
Chief Compliance Officer
Tax Practitioner – Staff Accountant
IRS Tax Professional PTIN P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee/Executor
Notary Public

(585) 563-8536 Direct Dial
(585) 563-8849 Direct Fax
(585) 621-3300 Ext 181 Main Office
(585) 621-3334 General Office Fax
(888) 225-1350 Toll Free

Email: dcocuzzi@gregoryschaffer.com

Nicole D. Swinarski
NYS Licensed Real-Estate Salesperson
Executive Assistant
Notary Public

(585) 563-8619 Direct Dial
(585) 563-3889 Direct Fax
(585) 621-3300 Ext 101 Main Office
(585) 621-3334 General Office Fax
(585) 301-3267 Cellular
(888) 225-1350 Toll Free

Email: nswinarski@gregoryschaffer.com


Insurances

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

* Kelly R. Schaffer, Vice-President of Sales & Operations
NYS Licensed Property & Casualty Agent & Broker
NYS Licensed Life, Accident & Health Insurance Agent
Notary Public

(585) 563-8551 Direct Dial
(585) 563-8878 Direct Fax
(585) 621-3300 Ext 121 Main Office
(585) 621-3334 General Office Fax
(585) 230-5830 Cellular
(888) 225-1350 Toll Free

Email: kschaffer@gregoryschaffer.com

Theresa E. Furness
Customer Service Representative
NYS Licensed Property & Casualty Agent & Broker
Notary Public

(585) 563-8538 Direct Dial
(585) 563-8868 Direct Fax
(585) 621-3300 Ext 171 Main Office
(585) 621-3334 General Office Fax
(888) 225-1350 Toll Free

Email: tfurness@gregoryschaffer.com

 


Taxation

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

* David M. Cocuzzi, M.S.
Chief Compliance Officer
Tax Practitioner – Staff Accountant
IRS Tax Professional PTIN P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee/Executor
Notary Public

(585) 563-8536 Direct Dial
(585) 563-8849 Direct Fax
(585) 621-3300 Ext 181 Main Office
(585) 621-3334 General Office Fax
(888) 225-1350 Toll Free

Email: dcocuzzi@gregoryschaffer.com


Real Estate

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public
Member of Greater Rochester Association of REALTORS
Member of New York State Association of Realtors
Member of New York State Society of Real Estate Appraisers

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

* Nicole D. Swinarski
NYS Licensed Real-Estate Salesperson
Member of Greater Rochester Association of REALTORS
Member of New York State Association of Realtors
Executive Assistant
Notary Public

(585) 563-8619 Direct Dial
(585) 563-3889 Direct Fax
(585) 621-3300 Ext 101 Main Office
(585) 621-3334 General Office Fax
(585) 301-3267 Cellular
(888) 225-1350 Toll Free

Email: nswinarski@gregoryschaffer.com


Trusts

* Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Representative
NYS Licensed Real-Estate Broker, REALTOR®
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Variable Life, Variable Annuity, Accident & Health Agent
IRS Tax Professional PTIN P00062977
NYS Tax Preparer Registration #11039535
Professional Trustee/Executor
Notary Public

(585) 563-8626 Direct Dial
(585) 563-4300 Direct Fax
(585) 621-3300 Ext 111 Main Office
(585) 621-3334 General Office Fax
(585) 230-3200 Cellular
(888) 225-1350 Toll Free

Email: gschaffer@gregoryschaffer.com

David M. Cocuzzi, M.S.
Chief Compliance Officer
Tax Practitioner – Staff Accountant
IRS Tax Professional PTIN P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee/Executor
Notary Public

(585) 563-8536 Direct Dial
(585) 563-8849 Direct Fax
(585) 621-3300 Ext 181 Main Office
(585) 621-3334 General Office Fax
(888) 225-1350 Toll Free

Email: dcocuzzi@gregoryschaffer.com