Gregory L Schaffer Insurance
Financial Services in Rochester, NY

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Gregory L Schaffer Insurance
read moreSchaffer & Company Asset Management, Inc. is a SEC Registered Investment Advisor offering fee based investment advisory services, no commissions, no sales charges, unbiased information to guide you to financial independence. We offer Comprehensive Financial Planning or we can address specific concerns you may have. One of our CERTIFIED FINANCIAL PLANNER will engage with you to accurately access and answer all your concerns. 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.
About Us
read moreWe are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Investment Advisory
read moreSchaffer & Company Asset Management, Inc. is a global investment and asset management firm providingclients with a comprehensive array of wealth management tools and resources along with advisors that are Certified Financial Planner practitioners with over 34years 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.
Retirement Planning
read moreRetirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement. There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever.
Trust Services
read moreOur goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Beacon of Light Wealth Preservation, Inc.apart from other trust companies. Another advantage is that we have in-house full service accounting services, fully licensed and experienced investment professionals who are Certified Financial Planners and our technological capabilities are one of the bestin our industry.
Why you should choose us
read moreThe Gregory L. Schaffer Companieshas been based in Rochester, New York for over 36years. 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. 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.
Insurances
read moreAtThe Gregory L. Schaffer Insurance Agency, Inc.we have relationships with over 30 major insurancecarriers offering All Forms Of Insurance. Call on usinstead of you going to 4-5 separate insurance agencies, we do your shopping for you. Having many companies available allows us to be very competitive year after year and we strive to provide the best policy for a competitive premium.
Financial Planning
read moreSchaffer & Companyoffers a comprehensive array of strategic financial planning services backed by the unique investor approach of Schaffer & Company Asset Management, Inc. In a marketplace crowded with investment advice, Schaffer & Company offers something refreshingly useful: we are a private company that started from the ground up with hard work, integrity, expertise, education and the fact that as investors ourselves, we truly understand the needs and perspectives of our clients. Your Schaffer & Company, yourCERTIFIED FINANCIAL PLANNERwill assist you in developing financial strategies targeted to meet your family's immediate and long-term needs and designed to secure your family's financial future.