Schaffer & Company Asset Management, Inc.

Financial Services - Rochester, NY, US

Schaffer & Company Asset Management, Inc. Employees
Kelly Schaffer

Executive Vice President

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Dave Cocuzzi

Chief Compliance Officer

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Gregory Schaffer

CEO, President, Chief Investment Officer, CFP®, RFC®,

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Schaffer & Company Asset Management, Inc. Senior Management
Gregory Schaffer

CEO, President, Chief Investment Officer, CFP®, RFC®,

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Schaffer & Company Asset Management, Inc. Details

Schaffer & Company Asset Management, Inc. is a SEC Registered Investment Adviser offering fee based investment advisory services with professional active money management, no commissions, no sales charges, straightforward information to guide you to financial independence. We are your lifelong trusted professional acting as a fiduciary for you and your family.We offer Comprehensive Financial Planning, Retirement Income Planning, Inheritance Planning, Life Transitions, Education Planning, Business Succession, Estate Planning, Trust Planning, Small Business Planning or we can address other specific concerns you may have. One of our CERTIFIED FINANCIAL PLANNER™ will engage with you to accurately access and answer all your concerns.The Gregory L. Schaffer Companies have been providing investment advisory services, accounting & taxation services, all forms of insurances, full real estate services, trustee and executor services for over 37 years.The Gregory L. Schaffer Companies other companies:Beacon of Light Financial Services, Inc.Beacon of Light Wealth Preservation, Inc.The Gregory L. Schaffer Insurance Agency, Inc.Beacon of Light Realty USASchaffer & Company Financial ServicesSchaffer Accounting & Tax ServicesGregory Lee Schaffer PhotographyVigilant Patriot Arms Company, Inc.Facilities Equipment Sales, Inc.Disclosure: Schaffer & Company Asset Management, Inc. is a successor incorporated in 2005 to Schaffer & Company Financial Services founded in 1984 which both are wholly owned by Gregory Lee Schaffer.

Schaffer & Company Asset Management, Inc. logo, Schaffer & Company Asset Management, Inc. contact details
Employees: 20 - 49
HQ: 585-621-3300
Location: Rochester, NY, US
Revenue: 10 - 20 Million
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