Why you should choose us?

The Gregory L. Schaffer Companies has been based in Rochester, New York for 33 years. Our mission is to provide the most complete and comprehensive financial services, diversified to offer our clients the proper financial tools to reach financial goals and independence.

  • We work to be highly educated in all areas of finance, insurance, taxation, investments, estate planning, asset protection and real estate
  • We aim to serve in the best interest of the client, to provide the foundation for a lifelong relationship based on trust and integrity
  • Our mission is to be accountable, to be dedicated to your success, to perform and to continuously exceed the expectations of our clients
  • Our goal is to be the benchmark for excellence in every aspect of our business. We will strive to deliver excellent service through uncompromising commitment to continuous improvement

Our Vision

To be the trusted advisor in all areas of stewardship for you and your family.

Our Mission

To enhance our customers' financial position, to reach goals by providing the very highest quality products and services possible. Our customer support strategy is based upon total, no-compromise customer satisfaction and we continually strive to offer a complete package of up-to-date value-added solutions to meet our customers' needs. We value above all our long-term customer relations.

Our Strategy

To continually search for efficient products, manage risks, search for opportunities, enhance systems, and utilize the best of technology to have the edge. At Schaffer & Company, we help you establish goals that are quantifiable, consistent, realistic and achievable.

Our Positioning

We are constantly investing in our systems, our staff, the relentless pursuit of education and excellence, the perfecting processes, identifying new companies, investments, strategies, to ultimately pursue success in all areas of your life.

Our Principles

Integrity - We establish client relationships based on trust, highest standards of personal & professional ethics, advanced education and superior client service.

Client Focus - We provide the broadest range and highest quality of products and services, develop and maintain long term relationships by actively listening to clients and conveying loyalty, offer individual service and supply value added services.

Community Involvement - Schaffer & Company strives to be a trusted corporate citizen, to contribute time, talent and resources to make a difference in the lives of others.

More on our history and diversification...................

Company History

The Gregory L. Schaffer Companies started in 1984 and has been based in Rochester, New York for 33 years and running. The Main office of Schaffer & Companies reside in the historical circa 1850 “Eddy Mansion” building in the Town of Greece, a suburb of Rochester, NY. We serve clients all over the United States and have a “West Coast” office in Laguna Niguel, CA to serve on both coasts.

December 1984, Schaffer Accounting & Tax Services was formed and has provided accounting and taxation services for Individuals, Partnerships, Corporations, Trusts & Estates.

In addition to full accounting services, Schaffer & Company provides full Payroll services in-house, Business Consultation, Forensic Accounting, Office Automation, and Training for internal staff.

Gregory L. Schaffer has extensive knowledge in formation and operations of all business entities, feasibility study, profitability enhancement, office automation and employee efficiency are some examples of diversified services offered.

In June 1985 Gregory L. Schaffer added Full Real Estate services as an agent affiliate with Century 21, Prudential Real Estate and currently has owned his own brokerage since 1991 under Gregory L. Schaffer Realty Company. Mr. Schaffer is a member of the Greater Rochester Association of REALTORS, member of the New York State Association of REALTORS , Member of the National Association of REALTORS and a member of the New York State Society of Real Estate Appraisers.

In July 1991, Gregory L. Schaffer became licensed in the area of investments and provided full financial planning services.

In February 1992, Gregory L. Schaffer became licensed in New York as a NYS Licensed Life Insurance Agent & Broker and at this point initiated the concept of having a comprehensive financial service company.

In August 1993, Gregory L. Schaffer became licensed in New York as a Licensed NYS Property & Casualty Agent & Broker, The Gregory L. Schaffer Insurance Agency now offering all forms of insurance and specializing in risk management was created.

In May 1997 Schaffer Trust & Capital Management was created to offer professional trustee services primarily providing asset preservation techniques to the elderly. Schaffer & Company Wealth Preservation has replaced the business name as of 2007.

In April 1998 Mr. Schaffer joined forces with Northeast Securities, Inc., a Broker/Dealer firm located in Mitchel Field, Long Island, NY NASD/SIPC member as a “Registered General Securities Representative” offering complete asset management services.

In November 2005 Schaffer & Company Asset Management, Inc. a “Registered Investment Advisor” company registered in New York State was created offering fee based investment advisory services and comprehensive financial planning services.

Other various business ventures during Gregory L. Schaffer’s career:

  • Schaffer Printing & Engraving Company, (1985-1994)
  • Upstate Collection Bureau (1986-1988)
  • Schaffer Market & Delicatessen, Inc., Convenient Store/Gas Station (1986-1989)
  • The Silverton Group, Inc., Custom Residential Home Building, (1991-1994)
  • Silverton Realty Company, Inc., Full Real Estate Services, (1991-1994)
  • Facilities Equipment Sales, Inc., Battery Backup Systems, (1998-Present)
  • Schaffer & Co Exotic Motorcars, NYS Licensed Auto Dealer, Boat Dealer and Yacht Broker, (1990-Present)

To date the organizations of the Schaffer family have served over 20,000 families in the Greater Rochester area and throughout the United States.

Our purpose is to be a value to our clients and provide professional services with the highest integrity. We here at The Gregory L. Schaffer Companies have a passion for helping clients in all areas for their financial life.

Our Diversification sets us apart

The origin of our diversification came back in the late 80’s when Gregory L. Schaffer’s clients continually encouraged him to handle not only their taxation needs but investments and insurances.

The Gregory L. Schaffer Companies was already supplying full accounting, taxation & consultation services along with full real estate services. It made sense to the clients and to myself to not only offer the additional services, but to engage in all financial areas of Schaffer & Companies clientele.

At Schaffer & Company, the goal is to be more of a financial “doctor” prescribing counsel and tools to enhance the financial stewardship of all our clients.

Today, Gregory L. Schaffer individually and corporately holds numerous licenses/professional designations in the area of Investments, Accounting & Taxation, Insurances, Real & Estate, Trusts and other areas of business to complement all of the services offered to our clients.

For 33 years, we have been preparing income tax and providing accounting services from individual returns to partnerships, corporations, LLC’s, LLP’s, trusts and estates. This extensive knowledge and experience complements investing and the other services we provide.

On the investment front, we are Federally Registered Investment Advisors offering fee only based advisory services. We are unbiased in our counsel and always serve in your best interest. All advisors are Certified Financial Planners and we have a fiduciary relationship with all our clients.

The Gregory L. Schaffer Insurance Agency represents over 21 major insurance carriers and over 40 life insurance companies. We maintain our independent agency status to serve the client, not the company and our philosophy is to provide the best insurance coverage for the dollar. We work hard to educate our clients in how to optimize their coverages for the premium paid. Why shop with other agents when we have as many insurance companies as 4-5 agencies?

Beacon of Light Realty USA-Gregory L. Schaffer has been providing real estate since 1985 and offers Residential, Commercial and Investment real estate services in New York. He belongs to the Greater Rochester Real Estate Board and participates in the MLS (Multiple Listing Service) system.

Gregory L. Schaffer also specializes in wealth preservation and is a professional trustee, primarily protecting the assets that you have worked so hard all your life to obtain. Life has its uncertainties and planning for each stage is our focus. Professional Executor services are also offered to properly administrate estate assets.

The vision of The Gregory L. Schaffer Companies is to provide “stewardship” services for every stage of life, to provide value in each financial area of life, to be educated in order to provide accountability, and lastly to provide integrity as a trusted professional in the life of every client.

Please call if we can be of service to you and your family.