Business Details
42 Years
experience
Your Trusted Financial Advisory Partner in Rochester, NY
The Gregory L Schaffer Insurance have provided comprehensive financial advisory services since 1984, establishing a reputation as a trusted partner for families and individuals seeking long-term financial security. Our team of Certified Financial Planners, registered investment advisors, and tax professionals brings decades of combined experience to deliver personalized solutions tailored to each client's unique needs. We specialize in investment management, retirement planning, estate preservation, and insurance services, emphasizing unbiased advice and fiduciary responsibility.Our commitment to excellence is demonstrated through our SEC registration, adherence to rigorous compliance standards, and recognition as a multi-generational advisory firm serving clients across New York State and beyond. With a focus on education and transparency, we empower clients to make informed decisions while maintaining the highest ethical standards in all our professional interactions.
Services
Investment Advisory
Financial Planning
Retirement Planning
Insurance Services
Trust Administration
Executor Services
Real Estate Services
Tax Preparation
Asset Allocation
Estate Planning
Details
- Year established: 1984
Highlights and features
- 41 years of experience in comprehensive financial planning and investment management
- SEC-registered investment advisory services with fiduciary accountability
- Multi-disciplinary team of Certified Financial Planners and tax professionals
- Personalized approach combining investment management with estate preservation
- Proven track record serving Monroe County and surrounding New York communities
Associations and certifications
- SEC
Services
Investment Advisory
Our SEC-registered investment advisory services provide customized portfolio management solutions. With over 41 years of experience, we offer fee-based advisory services without commissions, focusing on long-term wealth growth through strategic asset allocation. Our certified financial planners develop personalized investment strategies aligned with each client's risk tolerance and financial goals.
Financial Planning
Comprehensive financial planning services address all aspects of wealth management. Our certified financial planners conduct detailed assessments of clients' financial situations to create customized roadmaps for achieving short and long-term objectives. This includes retirement planning, tax strategies, and estate preservation solutions tailored to individual circumstances.
Trust Services
Beacon of Light Wealth Preservation offers sophisticated trust administration services focused on asset protection and intergenerational wealth transfer. Our experienced team manages complex trust arrangements with fiduciary responsibility, combining investment expertise with personalized service to preserve family wealth across generations.
Executor Services
Professional executor services handle all aspects of estate administration with expertise in probate law and tax compliance. Our team manages asset identification, debt settlement, tax filings, and distribution according to will instructions, ensuring efficient estate settlement while protecting beneficiaries' interests.
Retirement Planning
Specialized retirement planning addresses modern challenges including longevity and healthcare costs. We develop comprehensive strategies for sustainable income streams, tax-efficient withdrawals, and long-term care planning. Our approach integrates Social Security optimization with qualified plan management to ensure financial security throughout retirement years.
People
Gregory L. Schaffer
CEO, President, Chief Investment Officer
With over 41 years in financial services, Gregory L. Gregory L Schaffer Insurance is a Certified Financial Planner and registered investment advisor. He holds multiple industry licenses and leads the firm's investment strategy while maintaining active client relationships.
Kelly R. Schaffer
Executive Vice President of Insurance Agency
As a licensed property & casualty broker and life insurance agent, Kelly leads the insurance division. She specializes in coordinating comprehensive insurance solutions through relationships with over 30 major carriers.
David M. Cocuzzi
Chief Compliance Officer
David M. Cocuzzi, a tax professional with IRS certification, oversees compliance operations. He manages accounting services and serves as a senior accountant while maintaining trust and estate administration expertise.
Theresa E. Furness
Customer Service Representative
Theresa Furness provides client support as a licensed property & casualty agent. She assists with insurance placements and client communications while maintaining notary public credentials.
Questions
What financial services do you specialize in?
We specialize in investment advisory services, comprehensive financial planning, retirement planning, trust administration, executor services, and insurance solutions tailored to individual client needs.
How are you different from other financial advisors?
As SEC-registered investment advisors with 41 years of experience, we offer unbiased fee-based advice combined with multi-disciplinary expertise in tax, estate planning, and trust services.
What areas do you serve?
While based in Rochester, NY, we serve clients throughout Monroe County and surrounding New York State communities with personalized financial advisory services.
How do you approach retirement planning?
Our retirement planning addresses longevity, healthcare costs, and sustainable income strategies. We integrate Social Security optimization with qualified plan management for comprehensive retirement solutions.
Can you help with estate planning?
Yes, through Beacon of Light Wealth Preservation, we offer trust services and executor assistance to help preserve and transfer wealth across generations with fiduciary responsibility.
