Meet the Team

Gregory L. Schaffer

CEO, President
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Schaffer & Company Asset Management, Inc.
Real Estate Broker, REALTOR®
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
gschaffer@gregoryschaffer.com

Kelly R. Schaffer

Vice-President of The Gregory L. Schaffer Insurance Agency
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident & Health Agent
Notary Public
kschaffer@gregoryschaffer.com

Kelly is the Vice-President of Insurance division of The Gregory L. Schaffer Companies known as The Gregory L. Schaffer Insurance Agency, Inc.

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