Products & Services

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.