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 General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
Email: Gschaffer@gregoryschaffer.com


Investments

* Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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
Notary Public

(585) 621-3300 Ext 18 Main Office
Email: Dcocuzzi@gregoryschaffer.com

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

(585) 621-3300 Ext 10 Main Office
(585) 301-3267 Cellular
Email: Nswinarski@gregoryschaffer.com


Accounting & Payroll Services

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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
Notary Public

(585) 621-3300 Ext 18 Main Office
Email: Dcocuzzi@gregoryschaffer.com

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

(585) 621-3300 Ext 10 Main Office
(585) 301-3267 Cellular
Email: Nswinarski@gregoryschaffer.com


Insurances

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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
Professional Trustee
Notary Public

(585) 621-3300 Ext 12 Main Office
(585) 230-5830 Cellular
Email: Kschaffer@gregoryschaffer.com

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

(585) 621-3300 Ext 17 Main Office
Email: Tfurness@gregoryschaffer.com

Anh B. Tran
NYS Licensed Property & Casualty Agent & Broker
NYS Licensed Life, Accident & Health Agent
Notary Public

(585) 621-3300 Ext 19 Main Office
Email: Atran@gregoryschaffer.com


Taxation

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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
Notary Public

(585) 621-3300 Ext 18 Main Office
Email: Dcocuzzi@gregoryschaffer.com


Real Estate

Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
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) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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) 621-3300 Ext 10 Main Office
(585) 301-3267 Cellular
Email: Nswinarski@gregoryschaffer.com


Trusts

* Gregory L. Schaffer, CEO, CIO, President
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®
Registered General Securities Representative
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
Notary Public

(585) 621-3300 Ext 11 Main Office
(585) 230-3200 Cellular
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
Professional Trustee
Notary Public

(585) 621-3300 Ext 12 Main Office
(585) 230-5830 Cellular
Email: Kschaffer@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
Notary Public

(585) 621-3300 Ext 18 Main Office
Email: Dcocuzzi@gregoryschaffer.com