Investment Advisory

Investment Advisory

Schaffer & Company Asset Management, Inc. is a global investment and asset management firm providing clients with a comprehensive array of wealth management tools and resources along with advisors that are Certified Financial Planner™ practitioners with over 33 years of experience in all areas of your financial stewardship.

From all phases of investments to taxation, insurances, financing, real estate, trusts, estates and college planning, your advisor is highly educated and experienced to serve in your best interest.

Our goal is to be a value to you and your family helping make your goals and dreams a reality. We take great care in our workmanship behind our wealth management services, and we are proud to have earned the role of trusted advisors to our clients.

We are committed to building enduring relationships with our clients and providing expertise and solutions to meet the ever changing and evolving needs of our clients.

We are an independent firm and employee owned based in Rochester, NY. We have a west coast office in Laguna Niguel, CA and serve clients worldwide.

Please feel free to contact us for a free initial consultation.